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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 | $371,925 | $110,337+237.1% | $102,383+263.3% | $145,877+155.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.30% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $754 | $4,216-82.1% | $3,870-80.5% | $4,663-83.8% |
| Participant deferral / active EE | $9,761 | $5,621+73.7% | $5,060+92.9% | $6,691+45.9% |
| Admin fee / account holder | $4,259 | $9,750-56.3% | $8,391-49.2% | $13,402-68.2% |