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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,742 | $209,336+60.4% | $197,124+70.3% | $137,256+144.6% |
| Participation rate | 45.5% | 87.3%-41.8pp | 86.7%-41.3pp | 80.0%-34.5pp |
| Annual return | 18.45% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $931 | $6,591-85.9% | $6,227-85.0% | $4,156-77.6% |
| Participant deferral / active EE | $5,765 | $9,614-40.0% | $9,135-36.9% | $6,407-10.0% |
| Admin fee / account holder | $10,665 | $17,308-38.4% | $16,298-34.6% | $12,270-13.1% |