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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 | $300,994 | $211,288+42.5% | $178,540+68.6% | $145,884+106.3% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 11.77% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $322 | $4,574-93.0% | $3,953-91.9% | $4,662-93.1% |
| Participant deferral / active EE | $5,151 | $6,967-26.1% | $6,281-18.0% | $6,690-23.0% |
| Admin fee / account holder | $1,478 | $12,105-87.8% | $10,424-85.8% | $13,392-89.0% |