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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 | $272,835 | $146,267+86.5% | $197,124+38.4% | $82,448+230.9% |
| Participation rate | 69.8% | 84.0%-14.2pp | 86.7%-16.9pp | 68.1%+1.7pp |
| Annual return | 15.62% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,146 | $4,723-75.7% | $6,227-81.6% | $2,551-55.1% |
| Participant deferral / active EE | $8,524 | $7,035+21.2% | $9,135-6.7% | $4,139+105.9% |
| Admin fee / account holder | $57,293 | $14,422+297.3% | $16,298+251.5% | $7,234+692.0% |