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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 | $275,752+30.4% | $256,809+40.0% | $198,609+81.1% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 14.04% | 34.81%-20.8pp | 32.73%-18.7pp | 202.70%-188.7pp |
| Employer contribution / active EE | $440 | $7,721-94.3% | $7,263-93.9% | $5,055-91.3% |
| Participant deferral / active EE | $6,801 | $10,037-32.2% | $9,520-28.6% | $6,977-2.5% |
| Admin fee / account holder | $1,350 | $25,716-94.8% | $25,146-94.6% | $19,030-92.9% |