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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 | $378,618 | $212,386+78.3% | $199,883+89.4% | $138,895+172.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 18.87% | 47.75%-28.9pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $288 | $6,625-95.7% | $6,261-95.4% | $4,194-93.1% |
| Participant deferral / active EE | $5,961 | $9,617-38.0% | $9,138-34.8% | $6,396-6.8% |
| Admin fee / account holder | $3,507 | $18,233-80.8% | $17,268-79.7% | $12,562-72.1% |