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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 | $154,228+65.7% | $145,433+75.7% | $137,256+86.2% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $189 | $4,804-96.1% | $4,554-95.9% | $4,156-95.5% |
| Participant deferral / active EE | $3,357 | $8,216-59.1% | $7,897-57.5% | $6,407-47.6% |
| Admin fee / account holder | $3,165 | $14,344-77.9% | $13,129-75.9% | $12,270-74.2% |