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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 | $282,915 | $181,062+56.3% | $158,223+78.8% | $155,188+82.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 14.49% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $539 | $4,565-88.2% | $4,109-86.9% | $4,248-87.3% |
| Participant deferral / active EE | $3,573 | $6,134-41.8% | $5,467-34.6% | $6,531-45.3% |
| Admin fee / account holder | $4,010 | $18,825-78.7% | $16,047-75.0% | $14,480-72.3% |