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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 | $342,381 | $166,131+106.1% | $164,975+107.5% | $145,877+134.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 29.33% | 100.37%-71.0pp | 70.12%-40.8pp | 551.28%-522.0pp |
| Employer contribution / active EE | $1,022 | $5,276-80.6% | $4,343-76.5% | $4,663-78.1% |
| Participant deferral / active EE | $2,145 | $6,962-69.2% | $6,033-64.5% | $6,691-67.9% |
| Admin fee / account holder | $3,572 | $16,648-78.5% | $12,688-71.9% | $13,402-73.3% |