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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 | $328,685 | $183,592+79.0% | $155,574+111.3% | $145,877+125.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.18% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $258 | $5,317-95.1% | $4,676-94.5% | $4,663-94.5% |
| Participant deferral / active EE | $1,958 | $6,466-69.7% | $5,629-65.2% | $6,691-70.7% |
| Admin fee / account holder | $2,091 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |