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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 | $257,813 | $177,595+45.2% | $148,496+73.6% | $198,609+29.8% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.0%-21.0pp | 82.4%-27.4pp |
| Annual return | 12.41% | 9.97%+2.4pp | 12.33%+0.1pp | 202.70%-190.3pp |
| Employer contribution / active EE | $783 | $4,098-80.9% | $3,497-77.6% | $5,055-84.5% |
| Participant deferral / active EE | $5,853 | $5,539+5.7% | $4,808+21.7% | $6,977-16.1% |
| Admin fee / account holder | $42,716 | $27,010+58.1% | $19,547+118.5% | $19,030+124.5% |