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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 | $366,608 | $217,432+68.6% | $185,849+97.3% | $167,536+118.8% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 11.08% | 148.42%-137.3pp | 122.10%-111.0pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,068 | $5,875-81.8% | $5,169-79.3% | $4,839-77.9% |
| Participant deferral / active EE | $2,348 | $6,357-63.1% | $5,569-57.8% | $6,342-63.0% |
| Admin fee / account holder | $1,649 | $19,818-91.7% | $16,244-89.8% | $12,315-86.6% |