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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 | $316,086 | $118,496+166.7% | $98,461+221.0% | $139,466+126.6% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 10.62% | 18.96%-8.3pp | 21.17%-10.6pp | 373.66%-363.0pp |
| Employer contribution / active EE | $648 | $3,611-82.0% | $3,049-78.7% | $4,754-86.4% |
| Participant deferral / active EE | $3,417 | $5,393-36.6% | $4,738-27.9% | $6,712-49.1% |
| Admin fee / account holder | $8,971 | $14,056-36.2% | $8,961+0.1% | $11,409-21.4% |