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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 | $255,563 | $162,136+57.6% | $152,301+67.8% | $154,746+65.2% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 17.46% | 91.02%-73.6pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $189 | $4,890-96.1% | $4,624-95.9% | $4,379-95.7% |
| Participant deferral / active EE | $3,357 | $8,341-59.8% | $8,004-58.1% | $6,730-50.1% |
| Admin fee / account holder | $3,165 | $15,759-79.9% | $14,398-78.0% | $14,365-78.0% |