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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 | $331,232 | $201,370+64.5% | $184,256+79.8% | $145,897+127.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 15.76% | 29.05%-13.3pp | 28.85%-13.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $890 | $7,024-87.3% | $6,427-86.1% | $4,663-80.9% |
| Participant deferral / active EE | $7,060 | $9,808-28.0% | $9,133-22.7% | $6,689+5.5% |
| Admin fee / account holder | $2,385 | $16,364-85.4% | $13,899-82.8% | $13,390-82.2% |