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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 | $442,291 | $154,228+186.8% | $145,433+204.1% | $137,256+222.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $696 | $4,804-85.5% | $4,554-84.7% | $4,156-83.3% |
| Participant deferral / active EE | $9,165 | $8,216+11.5% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $2,403 | $14,344-83.2% | $13,129-81.7% | $12,270-80.4% |