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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 | $392,062 | $183,539+113.6% | $155,556+152.0% | $145,897+168.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.84% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $932 | $5,315-82.5% | $4,675-80.1% | $4,663-80.0% |
| Participant deferral / active EE | $6,108 | $6,467-5.6% | $5,631+8.5% | $6,689-8.7% |
| Admin fee / account holder | $3,654 | $19,275-81.0% | $15,885-77.0% | $13,390-72.7% |