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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 | $114,119+141.0% | $107,187+156.6% | $138,895+98.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 11.28% | 273.21%-261.9pp | 204.55%-193.3pp | 145.39%-134.1pp |
| Employer contribution / active EE | $391 | $4,059-90.4% | $3,782-89.7% | $4,194-90.7% |
| Participant deferral / active EE | $6,141 | $5,538+10.9% | $5,096+20.5% | $6,396-4.0% |
| Admin fee / account holder | $6,055 | $10,024-39.6% | $9,162-33.9% | $12,562-51.8% |