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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 | $295,425 | $227,291+30.0% | $214,702+37.6% | $155,188+90.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 14.72% | 60.08%-45.4pp | 54.55%-39.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,067 | $6,772-84.2% | $6,461-83.5% | $4,248-74.9% |
| Participant deferral / active EE | $8,861 | $9,582-7.5% | $9,147-3.1% | $6,531+35.7% |
| Admin fee / account holder | $855 | $20,413-95.8% | $19,830-95.7% | $14,480-94.1% |