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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 | $138,312+81.9% | $122,979+104.6% | $155,188+62.2% |
| Participation rate | 68.2% | 80.2%-12.0pp | 77.2%-9.0pp | 80.8%-12.6pp |
| Annual return | 13.00% | 22.06%-9.1pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $134 | $3,530-96.2% | $3,062-95.6% | $4,248-96.8% |
| Participant deferral / active EE | $5,997 | $5,592+7.2% | $5,003+19.9% | $6,531-8.2% |
| Admin fee / account holder | $22,808 | $15,089+51.2% | $12,864+77.3% | $14,480+57.5% |