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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 | $267,180 | $202,342+32.0% | $172,753+54.7% | $152,909+74.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.25% | 1029.88%-1011.6pp | 803.00%-784.8pp | 345.46%-327.2pp |
| Employer contribution / active EE | $624 | $5,857-89.3% | $5,144-87.9% | $4,764-86.9% |
| Participant deferral / active EE | $6,113 | $5,948+2.8% | $5,198+17.6% | $5,851+4.5% |
| Admin fee / account holder | $7,853 | $17,112-54.1% | $13,956-43.7% | $11,601-32.3% |