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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 | $223,823+60.7% | $211,142+70.3% | $154,746+132.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 14.04% | 50.39%-36.4pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $440 | $6,787-93.5% | $6,442-93.2% | $4,379-90.0% |
| Participant deferral / active EE | $6,801 | $9,750-30.3% | $9,284-26.8% | $6,730+1.0% |
| Admin fee / account holder | $1,350 | $19,707-93.1% | $19,076-92.9% | $14,365-90.6% |