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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 | $371,348 | $178,174+108.4% | $156,181+137.8% | $137,256+170.6% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 10.90% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $715 | $4,972-85.6% | $4,294-83.3% | $4,156-82.8% |
| Participant deferral / active EE | $4,267 | $6,888-38.1% | $6,132-30.4% | $6,407-33.4% |
| Admin fee / account holder | $8,585 | $17,404-50.7% | $14,586-41.1% | $12,270-30.0% |