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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 | $253,568 | $114,712+121.0% | $173,730+46.0% | $87,485+189.8% |
| Participation rate | 42.9% | 73.0%-30.1pp | 79.6%-36.7pp | 68.9%-26.1pp |
| Annual return | 12.15% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $617 | $2,904-78.8% | $4,577-86.5% | $2,596-76.2% |
| Participant deferral / active EE | $5,928 | $4,642+27.7% | $6,326-6.3% | $4,274+38.7% |
| Admin fee / account holder | $4,794 | $10,210-53.0% | $17,523-72.6% | $7,775-38.3% |