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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 | $301,293 | $181,062+66.4% | $158,223+90.4% | $155,188+94.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 17.32% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $327 | $4,565-92.8% | $4,109-92.0% | $4,248-92.3% |
| Participant deferral / active EE | $8,493 | $6,134+38.5% | $5,467+55.4% | $6,531+30.0% |
| Admin fee / account holder | $2,170 | $18,825-88.5% | $16,047-86.5% | $14,480-85.0% |