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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 | $266,901 | $162,812+63.9% | $133,971+99.2% | $158,966+67.9% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 20.98% | 41.94%-21.0pp | 45.09%-24.1pp | 302.95%-282.0pp |
| Employer contribution / active EE | $618 | $4,976-87.6% | $3,919-84.2% | $4,762-87.0% |
| Participant deferral / active EE | $5,430 | $5,910-8.1% | $5,047+7.6% | $5,983-9.2% |
| Admin fee / account holder | $14,008 | $11,741+19.3% | $8,929+56.9% | $11,250+24.5% |