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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 | $355,053 | $181,062+96.1% | $158,223+124.4% | $155,188+128.8% |
| Participation rate | 65.0% | 82.7%-17.7pp | 79.2%-14.2pp | 80.8%-15.8pp |
| Annual return | 16.47% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $739 | $4,565-83.8% | $4,109-82.0% | $4,248-82.6% |
| Participant deferral / active EE | $5,498 | $6,134-10.4% | $5,467+0.6% | $6,531-15.8% |
| Admin fee / account holder | $2,282 | $18,825-87.9% | $16,047-85.8% | $14,480-84.2% |