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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 | $162,136+102.6% | $152,301+115.7% | $154,746+112.3% |
| Participation rate | 68.2% | 84.1%-15.9pp | 82.4%-14.3pp | 80.7%-12.5pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $361 | $4,890-92.6% | $4,624-92.2% | $4,379-91.8% |
| Participant deferral / active EE | $6,951 | $8,341-16.7% | $8,004-13.2% | $6,730+3.3% |
| Admin fee / account holder | $1,220 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |