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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 | $369,841 | $136,860+170.2% | $120,344+207.3% | $154,746+139.0% |
| Participation rate | 65.0% | 79.9%-14.9pp | 76.7%-11.7pp | 80.7%-15.7pp |
| Annual return | 10.21% | 21.38%-11.2pp | 20.30%-10.1pp | 172.34%-162.1pp |
| Employer contribution / active EE | $857 | $3,533-75.7% | $3,020-71.6% | $4,379-80.4% |
| Participant deferral / active EE | $5,684 | $5,793-1.9% | $5,135+10.7% | $6,730-15.5% |
| Admin fee / account holder | $46,751 | $15,393+203.7% | $12,742+266.9% | $14,365+225.4% |