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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 | $294,252 | $175,257+67.9% | $149,717+96.5% | $139,456+111.0% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 12.76% | 166.70%-153.9pp | 134.41%-121.6pp | 373.45%-360.7pp |
| Employer contribution / active EE | $128 | $5,477-97.7% | $4,820-97.3% | $4,753-97.3% |
| Participant deferral / active EE | $4,371 | $6,521-33.0% | $5,682-23.1% | $6,711-34.9% |
| Admin fee / account holder | $11,423 | $16,156-29.3% | $13,213-13.5% | $11,407+0.1% |