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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 | $252,787 | $227,291+11.2% | $214,702+17.7% | $155,188+62.9% |
| Participation rate | 42.9% | 88.0%-45.1pp | 87.5%-44.6pp | 80.8%-37.9pp |
| Annual return | 16.82% | 60.08%-43.3pp | 54.55%-37.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,384 | $6,772-79.6% | $6,461-78.6% | $4,248-67.4% |
| Participant deferral / active EE | $7,428 | $9,582-22.5% | $9,147-18.8% | $6,531+13.7% |
| Admin fee / account holder | $1,037 | $20,413-94.9% | $19,830-94.8% | $14,480-92.8% |