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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 | $251,639 | $124,425+102.2% | $112,040+124.6% | $137,256+83.3% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 13.00% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $134 | $3,411-96.1% | $2,954-95.5% | $4,156-96.8% |
| Participant deferral / active EE | $5,997 | $5,718+4.9% | $5,098+17.7% | $6,407-6.4% |
| Admin fee / account holder | $22,808 | $15,207+50.0% | $12,098+88.5% | $12,270+85.9% |