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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 | $257,815 | $123,155+109.3% | $108,753+137.1% | $155,188+66.1% |
| Participation rate | 68.8% | 75.6%-6.9pp | 71.1%-2.3pp | 80.8%-12.1pp |
| Annual return | 12.05% | 44.73%-32.7pp | 37.47%-25.4pp | 148.84%-136.8pp |
| Employer contribution / active EE | $120 | $2,811-95.7% | $2,427-95.1% | $4,248-97.2% |
| Participant deferral / active EE | $2,789 | $4,623-39.7% | $4,115-32.2% | $6,531-57.3% |
| Admin fee / account holder | $13,000 | $12,126+7.2% | $10,320+26.0% | $14,480-10.2% |