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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 | $258,419 | $93,586+176.1% | $135,925+90.1% | $75,173+243.8% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.8pp | 67.2%+0.9pp |
| Annual return | 16.62% | 30.90%-14.3pp | 68.25%-51.6pp | 160.65%-144.0pp |
| Employer contribution / active EE | $435 | $3,537-87.7% | $4,857-91.1% | $2,670-83.7% |
| Participant deferral / active EE | $6,271 | $6,405-2.1% | $7,759-19.2% | $4,126+52.0% |
| Admin fee / account holder | $6,496 | $6,977-6.9% | $10,764-39.6% | $5,651+14.9% |