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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 | $326,267 | $217,432+50.1% | $185,851+75.6% | $167,553+94.7% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 11.90% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $795 | $5,874-86.5% | $5,168-84.6% | $4,840-83.6% |
| Participant deferral / active EE | $4,423 | $6,357-30.4% | $5,569-20.6% | $6,343-30.3% |
| Admin fee / account holder | $13,496 | $19,820-31.9% | $16,245-16.9% | $12,316+9.6% |