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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 | $295,425 | $223,823+32.0% | $211,142+39.9% | $154,746+90.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.72% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,067 | $6,787-84.3% | $6,442-83.4% | $4,379-75.6% |
| Participant deferral / active EE | $8,861 | $9,750-9.1% | $9,284-4.6% | $6,730+31.7% |
| Admin fee / account holder | $855 | $19,707-95.7% | $19,076-95.5% | $14,365-94.1% |