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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 | $330,459 | $183,539+80.0% | $155,556+112.4% | $145,897+126.5% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 22.44% | 61.31%-38.9pp | 64.84%-42.4pp | 552.29%-529.9pp |
| Employer contribution / active EE | $678 | $5,315-87.2% | $4,675-85.5% | $4,663-85.5% |
| Participant deferral / active EE | $4,708 | $6,467-27.2% | $5,631-16.4% | $6,689-29.6% |
| Admin fee / account holder | $1,497 | $19,275-92.2% | $15,885-90.6% | $13,390-88.8% |