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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 | $301,987 | $108,825+177.5% | $156,181+93.4% | $82,448+266.3% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 14.59% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $719 | $2,870-74.9% | $4,294-83.3% | $2,551-71.8% |
| Participant deferral / active EE | $3,513 | $4,577-23.2% | $6,132-42.7% | $4,139-15.1% |
| Admin fee / account holder | $18,252 | $9,341+95.4% | $14,586+25.1% | $7,234+152.3% |