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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 | $318,709 | $202,342+57.5% | $172,752+84.5% | $152,897+108.4% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 16.33% | 1029.83%-1013.5pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $707 | $5,858-87.9% | $5,144-86.3% | $4,764-85.2% |
| Participant deferral / active EE | $2,778 | $5,948-53.3% | $5,198-46.6% | $5,851-52.5% |
| Admin fee / account holder | $8,437 | $17,111-50.7% | $13,955-39.5% | $11,599-27.3% |