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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 | $269,569 | $87,106+209.5% | $105,607+155.3% | $80,935+233.1% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.7%-12.5pp |
| Annual return | 12.39% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.3pp |
| Employer contribution / active EE | $310 | $2,396-87.1% | $3,167-90.2% | $2,757-88.8% |
| Participant deferral / active EE | $4,420 | $3,986+10.9% | $5,011-11.8% | $4,299+2.8% |
| Admin fee / account holder | $15,283 | $8,447+80.9% | $10,958+39.5% | $6,924+120.7% |