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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 | $111,535+220.8% | $105,223+240.0% | $137,256+160.6% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 20.21% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $737 | $3,939-81.3% | $3,689-80.0% | $4,156-82.3% |
| Participant deferral / active EE | $6,889 | $5,500+25.3% | $5,072+35.8% | $6,407+7.5% |
| Admin fee / account holder | $2,213 | $9,721-77.2% | $8,859-75.0% | $12,270-82.0% |