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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 | $258,801 | $162,812+59.0% | $133,971+93.2% | $158,966+62.8% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 11.05% | 41.94%-30.9pp | 45.09%-34.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $583 | $4,976-88.3% | $3,919-85.1% | $4,762-87.8% |
| Participant deferral / active EE | $3,066 | $5,910-48.1% | $5,047-39.3% | $5,983-48.8% |
| Admin fee / account holder | $8,988 | $11,741-23.4% | $8,929+0.7% | $11,250-20.1% |