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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 | $154,228+85.4% | $145,433+96.6% | $137,256+108.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.25% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $376 | $4,804-92.2% | $4,554-91.7% | $4,156-91.0% |
| Participant deferral / active EE | $12,755 | $8,216+55.2% | $7,897+61.5% | $6,407+99.1% |
| Admin fee / account holder | $7,829 | $14,344-45.4% | $13,129-40.4% | $12,270-36.2% |