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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 | $292,926 | $114,712+155.4% | $173,730+68.6% | $87,485+234.8% |
| Participation rate | 59.5% | 73.0%-13.5pp | 79.6%-20.1pp | 68.9%-9.5pp |
| Annual return | 16.42% | 20.18%-3.8pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $445 | $2,904-84.7% | $4,577-90.3% | $2,596-82.9% |
| Participant deferral / active EE | $7,454 | $4,642+60.6% | $6,326+17.8% | $4,274+74.4% |
| Admin fee / account holder | $7,604 | $10,210-25.5% | $17,523-56.6% | $7,775-2.2% |