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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 | $156,398+182.8% | $147,318+200.2% | $138,895+218.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.18% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $696 | $4,853-85.7% | $4,593-84.8% | $4,194-83.4% |
| Participant deferral / active EE | $9,165 | $8,237+11.3% | $7,906+15.9% | $6,396+43.3% |
| Admin fee / account holder | $2,403 | $14,976-84.0% | $13,708-82.5% | $12,562-80.9% |