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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 | $262,433 | $201,370+30.3% | $184,256+42.4% | $145,897+79.9% |
| Participation rate | 35.3% | 87.5%-52.2pp | 86.8%-51.5pp | 80.3%-45.0pp |
| Annual return | 12.61% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,228 | $7,024-82.5% | $6,427-80.9% | $4,663-73.7% |
| Participant deferral / active EE | $6,132 | $9,808-37.5% | $9,133-32.9% | $6,689-8.3% |
| Admin fee / account holder | $25,000 | $16,364+52.8% | $13,899+79.9% | $13,390+86.7% |