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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 | $340,458 | $172,111+97.8% | $150,298+126.5% | $137,256+148.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 11.70% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $583 | $4,636-87.4% | $4,154-86.0% | $4,156-86.0% |
| Participant deferral / active EE | $1,763 | $6,166-71.4% | $5,453-67.7% | $6,407-72.5% |
| Admin fee / account holder | $77,818 | $16,471+372.5% | $14,116+451.3% | $12,270+534.2% |