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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 | $261,822 | $183,539+42.7% | $155,556+68.3% | $145,897+79.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 19.71% | 61.31%-41.6pp | 64.84%-45.1pp | 552.29%-532.6pp |
| Employer contribution / active EE | $319 | $5,315-94.0% | $4,675-93.2% | $4,663-93.2% |
| Participant deferral / active EE | $1,970 | $6,467-69.5% | $5,631-65.0% | $6,689-70.5% |
| Admin fee / account holder | $2,851 | $19,275-85.2% | $15,885-82.0% | $13,390-78.7% |