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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 | $357,750 | $114,119+213.5% | $107,187+233.8% | $138,895+157.6% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 20.21% | 273.21%-253.0pp | 204.55%-184.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $737 | $4,059-81.8% | $3,782-80.5% | $4,194-82.4% |
| Participant deferral / active EE | $6,889 | $5,538+24.4% | $5,096+35.2% | $6,396+7.7% |
| Admin fee / account holder | $2,213 | $10,024-77.9% | $9,162-75.8% | $12,562-82.4% |