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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 | $364,438 | $160,070+127.7% | $147,117+147.7% | $145,897+149.8% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.9pp | 80.3%-27.0pp |
| Annual return | 15.71% | 98.69%-83.0pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $137 | $5,285-97.4% | $4,932-97.2% | $4,663-97.1% |
| Participant deferral / active EE | $10,007 | $8,419+18.9% | $8,065+24.1% | $6,689+49.6% |
| Admin fee / account holder | $24,971 | $15,035+66.1% | $12,993+92.2% | $13,390+86.5% |