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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 | $262,686 | $114,119+130.2% | $107,187+145.1% | $138,895+89.1% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 13.20% | 273.21%-260.0pp | 204.55%-191.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $695 | $4,059-82.9% | $3,782-81.6% | $4,194-83.4% |
| Participant deferral / active EE | $6,373 | $5,538+15.1% | $5,096+25.1% | $6,396-0.4% |
| Admin fee / account holder | $35,243 | $10,024+251.6% | $9,162+284.7% | $12,562+180.6% |