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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 | $266,619 | $154,228+72.9% | $145,433+83.3% | $137,256+94.2% |
| Participation rate | 10.5% | 83.8%-73.3pp | 82.1%-71.6pp | 80.0%-69.4pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $282 | $4,804-94.1% | $4,554-93.8% | $4,156-93.2% |
| Participant deferral / active EE | $3,612 | $8,216-56.0% | $7,897-54.3% | $6,407-43.6% |
| Admin fee / account holder | $16,432 | $14,344+14.6% | $13,129+25.2% | $12,270+33.9% |