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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 | $257,304 | $180,749+42.4% | $160,784+60.0% | $137,256+87.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.21% | 2234.46%-2219.2pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $453 | $4,155-89.1% | $3,733-87.9% | $4,156-89.1% |
| Participant deferral / active EE | $2,756 | $6,844-59.7% | $6,293-56.2% | $6,407-57.0% |
| Admin fee / account holder | $4,265 | $10,397-59.0% | $9,717-56.1% | $12,270-65.2% |