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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 | $368,030 | $183,516+100.5% | $155,534+136.6% | $145,884+152.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.33% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $522 | $5,315-90.2% | $4,675-88.8% | $4,662-88.8% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $2,139 | $19,293-88.9% | $15,900-86.5% | $13,392-84.0% |