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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 | $201,264+35.7% | $184,185+48.3% | $145,978+87.1% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 26.09% | 29.00%-2.9pp | 28.81%-2.7pp | 550.52%-524.4pp |
| Employer contribution / active EE | $800 | $7,021-88.6% | $6,426-87.5% | $4,662-82.8% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,132+9.5% | $6,690+49.5% |
| Admin fee / account holder | $816 | $16,376-95.0% | $13,909-94.1% | $13,400-93.9% |