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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 | $274,001 | $102,638+167.0% | $81,991+234.2% | $158,966+72.4% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.3%-10.9pp | 82.0%-23.6pp |
| Annual return | 9.06% | 61.05%-52.0pp | 41.31%-32.2pp | 302.95%-293.9pp |
| Employer contribution / active EE | $242 | $3,241-92.5% | $2,498-90.3% | $4,762-94.9% |
| Participant deferral / active EE | $2,419 | $4,649-48.0% | $3,722-35.0% | $5,983-59.6% |
| Admin fee / account holder | $2,313 | $8,237-71.9% | $5,665-59.2% | $11,250-79.4% |