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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 | $273,193 | $201,259+35.7% | $184,200+48.3% | $145,959+87.2% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 26.09% | 28.98%-2.9pp | 28.80%-2.7pp | 561.95%-535.9pp |
| Employer contribution / active EE | $800 | $7,018-88.6% | $6,424-87.5% | $4,661-82.8% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,132+9.5% | $6,689+49.5% |
| Admin fee / account holder | $816 | $16,372-95.0% | $13,907-94.1% | $13,398-93.9% |