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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 | $134,817+165.4% | $123,973+188.6% | $155,188+130.5% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.7%-54.4pp | 80.8%-58.6pp |
| Annual return | 20.21% | 515.49%-495.3pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $737 | $4,425-83.3% | $4,126-82.1% | $4,248-82.6% |
| Participant deferral / active EE | $6,889 | $5,706+20.7% | $5,247+31.3% | $6,531+5.5% |
| Admin fee / account holder | $2,213 | $13,245-83.3% | $11,799-81.2% | $14,480-84.7% |