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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 | $252,577 | $181,062+39.5% | $158,223+59.6% | $155,188+62.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 11.44% | 57.39%-45.9pp | 52.09%-40.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $823 | $4,565-82.0% | $4,109-80.0% | $4,248-80.6% |
| Participant deferral / active EE | $5,658 | $6,134-7.8% | $5,467+3.5% | $6,531-13.4% |
| Admin fee / account holder | $116,060 | $18,825+516.5% | $16,047+623.2% | $14,480+701.5% |