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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 | $305,336 | $90,745+236.5% | $130,231+134.5% | $75,173+306.2% |
| Participation rate | 60.8% | 71.1%-10.3pp | 76.3%-15.5pp | 67.2%-6.4pp |
| Annual return | 29.44% | 34.45%-5.0pp | 38.86%-9.4pp | 160.72%-131.3pp |
| Employer contribution / active EE | $467 | $3,314-85.9% | $4,126-88.7% | $2,671-82.5% |
| Participant deferral / active EE | $5,195 | $5,362-3.1% | $6,799-23.6% | $4,126+25.9% |
| Admin fee / account holder | $7,695 | $6,331+21.5% | $6,020+27.8% | $5,651+36.2% |