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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 | $323,468 | $156,398+106.8% | $147,318+119.6% | $138,895+132.9% |
| Participation rate | 26.3% | 83.8%-57.4pp | 82.1%-55.7pp | 79.9%-53.6pp |
| Annual return | 18.34% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $659 | $4,853-86.4% | $4,593-85.6% | $4,194-84.3% |
| Participant deferral / active EE | $3,682 | $8,237-55.3% | $7,906-53.4% | $6,396-42.4% |
| Admin fee / account holder | $2,693 | $14,976-82.0% | $13,708-80.4% | $12,562-78.6% |