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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 | $255,867 | $87,132+193.7% | $105,624+142.2% | $80,959+216.0% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.3%-18.9pp | 67.7%-11.3pp |
| Annual return | 15.52% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $363 | $2,397-84.9% | $3,168-88.6% | $2,757-86.9% |
| Participant deferral / active EE | $6,534 | $3,985+63.9% | $5,013+30.3% | $4,300+51.9% |
| Admin fee / account holder | $2,458 | $8,449-70.9% | $10,961-77.6% | $6,925-64.5% |