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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 | $398,264 | $228,395+74.4% | $185,861+114.3% | $158,982+150.5% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 8.67% | 40.82%-32.2pp | 35.96%-27.3pp | 302.99%-294.3pp |
| Employer contribution / active EE | $160 | $4,968-96.8% | $4,088-96.1% | $4,763-96.6% |
| Participant deferral / active EE | $2,188 | $6,417-65.9% | $5,634-61.2% | $5,983-63.4% |
| Admin fee / account holder | $484 | $11,869-95.9% | $9,503-94.9% | $11,252-95.7% |