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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 | $353,074 | $138,386+155.1% | $184,260+91.6% | $80,935+336.2% |
| Participation rate | 67.6% | 83.9%-16.2pp | 86.8%-19.2pp | 67.7%0pp |
| Annual return | 15.33% | 20.02%-4.7pp | 28.84%-13.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $211 | $4,851-95.7% | $6,427-96.7% | $2,757-92.3% |
| Participant deferral / active EE | $13,874 | $7,076+96.1% | $9,133+51.9% | $4,299+222.7% |
| Admin fee / account holder | $2,862 | $10,489-72.7% | $13,898-79.4% | $6,924-58.7% |