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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 | $257,141 | $183,592+40.1% | $155,574+65.3% | $145,877+76.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 13.74% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $62 | $5,317-98.8% | $4,676-98.7% | $4,663-98.7% |
| Participant deferral / active EE | $5,385 | $6,466-16.7% | $5,629-4.3% | $6,691-19.5% |
| Admin fee / account holder | $8,156 | $19,316-57.8% | $15,914-48.7% | $13,402-39.1% |