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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 | $259,492 | $185,312+40.0% | $161,489+60.7% | $154,746+67.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 11.46% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $760 | $4,769-84.1% | $4,268-82.2% | $4,379-82.6% |
| Participant deferral / active EE | $6,725 | $6,350+5.9% | $5,630+19.5% | $6,730-0.1% |
| Admin fee / account holder | $3,564 | $18,654-80.9% | $16,006-77.7% | $14,365-75.2% |