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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 | $297,299 | $183,539+62.0% | $155,556+91.1% | $145,897+103.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.73% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $173 | $5,315-96.8% | $4,675-96.3% | $4,663-96.3% |
| Participant deferral / active EE | $3,174 | $6,467-50.9% | $5,631-43.6% | $6,689-52.6% |
| Admin fee / account holder | $1,568 | $19,275-91.9% | $15,885-90.1% | $13,390-88.3% |