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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 | $366,937 | $157,276+133.3% | $141,177+159.9% | $152,885+140.0% |
| Participation rate | 21.4% | 84.8%-63.4pp | 82.5%-61.0pp | 82.5%-61.0pp |
| Annual return | 18.28% | 64.33%-46.1pp | 71.40%-53.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $749 | $5,262-85.8% | $4,736-84.2% | $4,763-84.3% |
| Participant deferral / active EE | $4,407 | $7,110-38.0% | $6,710-34.3% | $5,851-24.7% |
| Admin fee / account holder | $14,233 | $12,123+17.4% | $10,263+38.7% | $11,598+22.7% |