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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 | $266,895 | $150,207+77.7% | $120,380+121.7% | $145,978+82.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 17.27% | 154.28%-137.0pp | 107.28%-90.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $655 | $4,351-84.9% | $3,465-81.1% | $4,662-85.9% |
| Participant deferral / active EE | $10,266 | $6,175+66.2% | $4,992+105.6% | $6,690+53.5% |
| Admin fee / account holder | $1,862 | $12,203-84.7% | $9,421-80.2% | $13,400-86.1% |