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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 | $359,603 | $209,336+71.8% | $197,124+82.4% | $137,256+162.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 14.04% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $440 | $6,591-93.3% | $6,227-92.9% | $4,156-89.4% |
| Participant deferral / active EE | $6,801 | $9,614-29.3% | $9,135-25.6% | $6,407+6.1% |
| Admin fee / account holder | $1,350 | $17,308-92.2% | $16,298-91.7% | $12,270-89.0% |