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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 | $124,980+106.3% | $108,359+137.9% | $154,746+66.6% |
| Participation rate | 68.8% | 75.2%-6.4pp | 70.1%-1.4pp | 80.7%-12.0pp |
| Annual return | 12.05% | 45.00%-32.9pp | 36.89%-24.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $120 | $2,851-95.8% | $2,399-95.0% | $4,379-97.3% |
| Participant deferral / active EE | $2,789 | $4,743-41.2% | $4,137-32.6% | $6,730-58.6% |
| Admin fee / account holder | $13,000 | $11,502+13.0% | $9,741+33.5% | $14,365-9.5% |