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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 | $272,550 | $115,225+136.5% | $100,712+170.6% | $138,895+96.2% |
| Participation rate | 23.1% | 74.3%-51.3pp | 69.3%-46.2pp | 79.9%-56.8pp |
| Annual return | 14.39% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $170 | $2,771-93.9% | $2,313-92.6% | $4,194-95.9% |
| Participant deferral / active EE | $2,504 | $4,699-46.7% | $4,085-38.7% | $6,396-60.9% |
| Admin fee / account holder | $1,044 | $10,844-90.4% | $9,256-88.7% | $12,562-91.7% |