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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 | $306,309 | $172,111+78.0% | $150,298+103.8% | $137,256+123.2% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 15.43% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $92 | $4,636-98.0% | $4,154-97.8% | $4,156-97.8% |
| Participant deferral / active EE | $5,438 | $6,166-11.8% | $5,453-0.3% | $6,407-15.1% |
| Admin fee / account holder | $3,023 | $16,471-81.6% | $14,116-78.6% | $12,270-75.4% |