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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 | $256,530 | $157,829+62.5% | $136,867+87.4% | $198,609+29.2% |
| Participation rate | 37.5% | 77.2%-39.7pp | 74.5%-37.0pp | 82.4%-44.9pp |
| Annual return | 17.53% | 51.25%-33.7pp | 42.97%-25.4pp | 202.70%-185.2pp |
| Employer contribution / active EE | $638 | $3,923-83.7% | $3,547-82.0% | $5,055-87.4% |
| Participant deferral / active EE | $7,625 | $5,463+39.6% | $4,924+54.9% | $6,977+9.3% |
| Admin fee / account holder | $2,185 | $11,107-80.3% | $10,340-78.9% | $19,030-88.5% |