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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 | $354,017 | $160,028+121.2% | $147,080+140.7% | $145,884+142.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 18.48% | 98.60%-80.1pp | 420.17%-401.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $800 | $5,286-84.9% | $4,933-83.8% | $4,662-82.8% |
| Participant deferral / active EE | $10,167 | $8,422+20.7% | $8,066+26.0% | $6,690+52.0% |
| Admin fee / account holder | $3,681 | $15,030-75.5% | $12,989-71.7% | $13,392-72.5% |