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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 | $351,989 | $154,228+128.2% | $145,433+142.0% | $137,256+156.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $668 | $4,804-86.1% | $4,554-85.3% | $4,156-83.9% |
| Participant deferral / active EE | $5,256 | $8,216-36.0% | $7,897-33.4% | $6,407-18.0% |
| Admin fee / account holder | $2,227 | $14,344-84.5% | $13,129-83.0% | $12,270-81.9% |