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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 | $112,729+128.7% | $98,716+161.2% | $137,256+87.8% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 12.05% | 38.48%-26.4pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $120 | $2,725-95.6% | $2,279-94.7% | $4,156-97.1% |
| Participant deferral / active EE | $2,789 | $4,640-39.9% | $4,048-31.1% | $6,407-56.5% |
| Admin fee / account holder | $13,000 | $10,129+28.4% | $8,703+49.4% | $12,270+5.9% |