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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 | $339,334 | $175,259+93.6% | $149,723+126.6% | $139,487+143.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 29.30% | 166.82%-137.5pp | 134.50%-105.2pp | 373.84%-344.5pp |
| Employer contribution / active EE | $1,055 | $5,478-80.7% | $4,821-78.1% | $4,755-77.8% |
| Participant deferral / active EE | $5,325 | $6,522-18.3% | $5,682-6.3% | $6,713-20.7% |
| Admin fee / account holder | $1,479 | $16,158-90.8% | $13,215-88.8% | $11,407-87.0% |