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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 | $253,569 | $99,994+153.6% | $146,647+72.9% | $85,851+195.4% |
| Participation rate | 67.5% | 73.1%-5.6pp | 80.1%-12.6pp | 69.3%-1.8pp |
| Annual return | 15.90% | 18.93%-3.0pp | 22.75%-6.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $223 | $2,559-91.3% | $4,137-94.6% | $2,565-91.3% |
| Participant deferral / active EE | $3,106 | $4,006-22.5% | $5,506-43.6% | $3,952-21.4% |
| Admin fee / account holder | $1,240 | $7,703-83.9% | $10,281-87.9% | $6,261-80.2% |