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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 | $285,953 | $155,555+83.8% | $146,866+94.7% | $155,188+84.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.25% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $376 | $4,647-91.9% | $4,425-91.5% | $4,248-91.1% |
| Participant deferral / active EE | $12,755 | $8,044+58.6% | $7,759+64.4% | $6,531+95.3% |
| Admin fee / account holder | $7,829 | $14,755-46.9% | $13,620-42.5% | $14,480-45.9% |