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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 | $369,336 | $172,111+114.6% | $150,298+145.7% | $137,256+169.1% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 29.12% | 69.37%-40.3pp | 62.79%-33.7pp | 220.34%-191.2pp |
| Employer contribution / active EE | $205 | $4,636-95.6% | $4,154-95.1% | $4,156-95.1% |
| Participant deferral / active EE | $2,938 | $6,166-52.4% | $5,453-46.1% | $6,407-54.2% |
| Admin fee / account holder | $21,351 | $16,471+29.6% | $14,116+51.3% | $12,270+74.0% |