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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 | $350,209 | $114,119+206.9% | $107,187+226.7% | $138,895+152.1% |
| Participation rate | 21.4% | 78.1%-56.6pp | 75.0%-53.6pp | 79.9%-58.5pp |
| Annual return | 17.12% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $129 | $4,059-96.8% | $3,782-96.6% | $4,194-96.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,572 | $10,024+5.5% | $9,162+15.4% | $12,562-15.8% |