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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 | $271,931 | $115,814+134.8% | $101,275+168.5% | $158,982+71.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 23.25% | 56.16%-32.9pp | 46.48%-23.2pp | 302.99%-279.7pp |
| Employer contribution / active EE | $656 | $4,176-84.3% | $3,660-82.1% | $4,763-86.2% |
| Participant deferral / active EE | $6,604 | $4,958+33.2% | $4,371+51.1% | $5,983+10.4% |
| Admin fee / account holder | $3,467 | $7,249-52.2% | $5,948-41.7% | $11,252-69.2% |