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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 | $266,549 | $183,539+45.2% | $155,556+71.4% | $145,897+82.7% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 13.61% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,675-78.6% | $4,663-78.6% |
| Participant deferral / active EE | $3,833 | $6,467-40.7% | $5,631-31.9% | $6,689-42.7% |
| Admin fee / account holder | $1,540 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |