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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 | $93,617+176.0% | $135,982+90.0% | $75,177+243.7% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.8pp | 67.2%+0.9pp |
| Annual return | 16.62% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $435 | $3,538-87.7% | $4,859-91.1% | $2,671-83.7% |
| Participant deferral / active EE | $6,271 | $6,406-2.1% | $7,760-19.2% | $4,126+52.0% |
| Admin fee / account holder | $6,496 | $6,980-6.9% | $10,767-39.7% | $5,651+14.9% |