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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 | $275,032 | $129,737+112.0% | $119,126+130.9% | $154,746+77.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 11.28% | 379.08%-367.8pp | 282.11%-270.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $391 | $4,375-91.1% | $4,034-90.3% | $4,379-91.1% |
| Participant deferral / active EE | $6,141 | $5,842+5.1% | $5,318+15.5% | $6,730-8.8% |
| Admin fee / account holder | $6,055 | $11,961-49.4% | $10,693-43.4% | $14,365-57.9% |