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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 | $269,124 | $175,212+53.6% | $149,682+79.8% | $139,427+93.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 14.95% | 166.63%-151.7pp | 134.35%-119.4pp | 373.27%-358.3pp |
| Employer contribution / active EE | $986 | $5,475-82.0% | $4,818-79.5% | $4,752-79.3% |
| Participant deferral / active EE | $12,000 | $6,520+84.1% | $5,681+111.2% | $6,711+78.8% |
| Admin fee / account holder | $2,371 | $16,150-85.3% | $13,210-82.1% | $11,404-79.2% |