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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 | $366,067 | $180,459+102.9% | $154,108+137.5% | $135,380+170.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 5.25% | 888.21%-883.0pp | 735.21%-730.0pp | 519.81%-514.6pp |
| Employer contribution / active EE | $1,014 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $3,864 | $5,806-33.5% | $5,081-24.0% | $5,609-31.1% |
| Admin fee / account holder | $5,794 | $16,145-64.1% | $13,411-56.8% | $10,828-46.5% |