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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 | $294,785 | $111,535+164.3% | $105,223+180.2% | $137,256+114.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.43% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $376 | $3,939-90.5% | $3,689-89.8% | $4,156-91.0% |
| Participant deferral / active EE | $4,149 | $5,500-24.6% | $5,072-18.2% | $6,407-35.2% |
| Admin fee / account holder | $11,257 | $9,721+15.8% | $8,859+27.1% | $12,270-8.3% |