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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 | $328,481 | $154,228+113.0% | $145,433+125.9% | $137,256+139.3% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $361 | $4,804-92.5% | $4,554-92.1% | $4,156-91.3% |
| Participant deferral / active EE | $6,951 | $8,216-15.4% | $7,897-12.0% | $6,407+8.5% |
| Admin fee / account holder | $1,220 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |