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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 | $300,465 | $183,627+63.6% | $155,602+93.1% | $145,978+105.8% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 12.69% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $760 | $5,316-85.7% | $4,675-83.7% | $4,662-83.7% |
| Participant deferral / active EE | $2,440 | $6,466-62.3% | $5,629-56.6% | $6,690-63.5% |
| Admin fee / account holder | $7,695 | $19,327-60.2% | $15,923-51.7% | $13,400-42.6% |