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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 | $263,401 | $217,427+21.1% | $185,837+41.7% | $167,518+57.2% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 15.02% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.7pp |
| Employer contribution / active EE | $777 | $5,874-86.8% | $5,168-85.0% | $4,838-83.9% |
| Participant deferral / active EE | $3,782 | $6,357-40.5% | $5,568-32.1% | $6,342-40.4% |
| Admin fee / account holder | $2,171 | $19,816-89.0% | $16,241-86.6% | $12,312-82.4% |