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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 | $250,164 | $106,864+134.1% | $147,318+69.8% | $82,637+202.7% |
| Participation rate | 60.6% | 75.5%-14.9pp | 82.1%-21.5pp | 68.1%-7.4pp |
| Annual return | 15.20% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $443 | $3,417-87.0% | $4,593-90.3% | $2,552-82.6% |
| Participant deferral / active EE | $10,478 | $6,496+61.3% | $7,906+32.5% | $4,126+154.0% |
| Admin fee / account holder | $22,395 | $8,415+166.1% | $13,708+63.4% | $7,339+205.2% |