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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 | $185,312+99.3% | $161,489+128.7% | $154,746+138.7% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 29.12% | 103.84%-74.7pp | 89.72%-60.6pp | 172.34%-143.2pp |
| Employer contribution / active EE | $205 | $4,769-95.7% | $4,268-95.2% | $4,379-95.3% |
| Participant deferral / active EE | $2,938 | $6,350-53.7% | $5,630-47.8% | $6,730-56.4% |
| Admin fee / account holder | $21,351 | $18,654+14.5% | $16,006+33.4% | $14,365+48.6% |