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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 | $318,167 | $124,425+155.7% | $112,040+184.0% | $137,256+131.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 15.42% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $456 | $3,411-86.6% | $2,954-84.6% | $4,156-89.0% |
| Participant deferral / active EE | $4,377 | $5,718-23.5% | $5,098-14.1% | $6,407-31.7% |
| Admin fee / account holder | $1,828 | $15,207-88.0% | $12,098-84.9% | $12,270-85.1% |