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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 | $291,606 | $156,398+86.5% | $147,318+97.9% | $138,895+109.9% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.8pp | 79.9%-48.7pp |
| Annual return | 12.97% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $465 | $4,853-90.4% | $4,593-89.9% | $4,194-88.9% |
| Participant deferral / active EE | $3,910 | $8,237-52.5% | $7,906-50.6% | $6,396-38.9% |
| Admin fee / account holder | $19,181 | $14,976+28.1% | $13,708+39.9% | $12,562+52.7% |