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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 | $457,377 | $212,386+115.4% | $199,883+128.8% | $138,895+229.3% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.8%-66.8pp | 79.9%-59.9pp |
| Annual return | 18.60% | 47.75%-29.2pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $897 | $6,625-86.5% | $6,261-85.7% | $4,194-78.6% |
| Participant deferral / active EE | $7,256 | $9,617-24.6% | $9,138-20.6% | $6,396+13.4% |
| Admin fee / account holder | $2,253 | $18,233-87.6% | $17,268-87.0% | $12,562-82.1% |