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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 | $286,617 | $102,638+179.2% | $81,982+249.6% | $158,982+80.3% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.3%-47.0pp | 82.0%-59.7pp |
| Annual return | 23.99% | 61.05%-37.1pp | 41.31%-17.3pp | 302.99%-279.0pp |
| Employer contribution / active EE | $311 | $3,241-90.4% | $2,498-87.5% | $4,763-93.5% |
| Participant deferral / active EE | $5,778 | $4,649+24.3% | $3,722+55.2% | $5,983-3.4% |
| Admin fee / account holder | $1,865 | $8,237-77.4% | $5,665-67.1% | $11,252-83.4% |