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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 | $280,812 | $136,860+105.2% | $120,344+133.3% | $154,746+81.5% |
| Participation rate | 61.9% | 79.9%-18.0pp | 76.7%-14.8pp | 80.7%-18.8pp |
| Annual return | 13.73% | 21.38%-7.6pp | 20.30%-6.6pp | 172.34%-158.6pp |
| Employer contribution / active EE | $585 | $3,533-83.4% | $3,020-80.6% | $4,379-86.6% |
| Participant deferral / active EE | $5,745 | $5,793-0.8% | $5,135+11.9% | $6,730-14.6% |
| Admin fee / account holder | $2,344 | $15,393-84.8% | $12,742-81.6% | $14,365-83.7% |