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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 | $123,155+121.3% | $108,753+150.6% | $155,188+75.6% |
| Participation rate | 23.1% | 75.6%-52.6pp | 71.1%-48.0pp | 80.8%-57.7pp |
| Annual return | 14.39% | 44.73%-30.3pp | 37.47%-23.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $170 | $2,811-93.9% | $2,427-93.0% | $4,248-96.0% |
| Participant deferral / active EE | $2,504 | $4,623-45.8% | $4,115-39.2% | $6,531-61.7% |
| Admin fee / account holder | $1,044 | $12,126-91.4% | $10,320-89.9% | $14,480-92.8% |