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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,575 | $262,251+16.1% | $250,986+21.4% | $287,034+6.1% |
| Participation rate | 66.7% | 61.9%+4.7pp | 50.6%+16.1pp | 55.9%+10.8pp |
| Annual return | 12.65% | 34.49%-21.8pp | 32.33%-19.7pp | 24.44%-11.8pp |
| Employer contribution / active EE | $42,667 | $35,997+18.5% | $33,956+25.7% | $41,344+3.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $1,971 | $10,641-81.5% | $10,141-80.6% | $22,013-91.0% |