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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 | $261,883 | $102,422+155.7% | $147,117+78.0% | $80,959+223.5% |
| Participation rate | 56.4% | 75.9%-19.5pp | 82.2%-25.8pp | 67.7%-11.3pp |
| Annual return | 13.53% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $339 | $3,717-90.9% | $4,932-93.1% | $2,757-87.7% |
| Participant deferral / active EE | $7,434 | $6,652+11.8% | $8,065-7.8% | $4,300+72.9% |
| Admin fee / account holder | $14,677 | $7,953+84.5% | $12,993+13.0% | $6,925+111.9% |