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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 | $321,556 | $156,398+105.6% | $147,318+118.3% | $138,895+131.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.88% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | -$367 | $4,853-107.6% | $4,593-108.0% | $4,194-108.8% |
| Participant deferral / active EE | $9,250 | $8,237+12.3% | $7,906+17.0% | $6,396+44.6% |
| Admin fee / account holder | $1,493 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |