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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 | $260,014 | $202,342+28.5% | $172,753+50.5% | $152,909+70.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 282.41% | 1029.88%-747.5pp | 803.00%-520.6pp | 345.46%-63.1pp |
| Employer contribution / active EE | $664 | $5,857-88.7% | $5,144-87.1% | $4,764-86.1% |
| Participant deferral / active EE | $2,267 | $5,948-61.9% | $5,198-56.4% | $5,851-61.3% |
| Admin fee / account holder | $1,159 | $17,112-93.2% | $13,956-91.7% | $11,601-90.0% |