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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 | $370,378 | $217,432+70.3% | $185,849+99.3% | $167,536+121.1% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 22.05% | 148.42%-126.4pp | 122.10%-100.0pp | 478.82%-456.8pp |
| Employer contribution / active EE | $624 | $5,875-89.4% | $5,169-87.9% | $4,839-87.1% |
| Participant deferral / active EE | $3,640 | $6,357-42.7% | $5,569-34.6% | $6,342-42.6% |
| Admin fee / account holder | $17,051 | $19,818-14.0% | $16,244+5.0% | $12,315+38.5% |