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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 | $310,868 | $110,379+181.6% | $102,412+203.5% | $145,884+113.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 12.37% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $562 | $4,216-86.7% | $3,870-85.5% | $4,662-87.9% |
| Participant deferral / active EE | $2,676 | $5,622-52.4% | $5,060-47.1% | $6,690-60.0% |
| Admin fee / account holder | $9,716 | $9,745-0.3% | $8,388+15.8% | $13,392-27.4% |