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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 | $406,307 | $185,312+119.3% | $161,489+151.6% | $154,746+162.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.64% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $418 | $4,769-91.2% | $4,268-90.2% | $4,379-90.5% |
| Participant deferral / active EE | $6,396 | $6,350+0.7% | $5,630+13.6% | $6,730-5.0% |
| Admin fee / account holder | $3,574 | $18,654-80.8% | $16,006-77.7% | $14,365-75.1% |