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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 | $126,661+98.7% | $113,397+121.9% | $138,895+81.2% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.5%-8.3pp | 79.9%-11.7pp |
| Annual return | 13.00% | 25.05%-12.0pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $134 | $3,456-96.1% | $2,977-95.5% | $4,194-96.8% |
| Participant deferral / active EE | $5,997 | $5,693+5.4% | $5,076+18.1% | $6,396-6.2% |
| Admin fee / account holder | $22,808 | $14,549+56.8% | $11,957+90.8% | $12,562+81.6% |