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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 | $293,465 | $91,559+220.5% | $133,959+119.1% | $79,858+267.5% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 28.30% | 61.85%-33.5pp | 45.09%-16.8pp | 31.72%-3.4pp |
| Employer contribution / active EE | $360 | $2,384-84.9% | $3,919-90.8% | $2,471-85.4% |
| Participant deferral / active EE | $5,787 | $3,734+55.0% | $5,047+14.7% | $3,740+54.7% |
| Admin fee / account holder | $6,336 | $6,321+0.2% | $8,928-29.0% | $5,306+19.4% |