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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 | $261,800 | $209,422+25.0% | $178,503+46.7% | $158,982+64.7% |
| Participation rate | 21.4% | 86.4%-64.9pp | 81.9%-60.5pp | 82.0%-60.5pp |
| Annual return | 13.28% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $392 | $5,707-93.1% | $5,011-92.2% | $4,763-91.8% |
| Participant deferral / active EE | $8,123 | $5,955+36.4% | $5,202+56.1% | $5,983+35.8% |
| Admin fee / account holder | $8,560 | $17,079-49.9% | $13,987-38.8% | $11,252-23.9% |