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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 | $296,977 | $175,231+69.5% | $149,696+98.4% | $139,466+112.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.20% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $480 | $5,478-91.2% | $4,821-90.0% | $4,754-89.9% |
| Participant deferral / active EE | $2,661 | $6,521-59.2% | $5,682-53.2% | $6,712-60.4% |
| Admin fee / account holder | $3,856 | $16,155-76.1% | $13,212-70.8% | $11,409-66.2% |