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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 | $287,172 | $185,312+55.0% | $161,489+77.8% | $154,746+85.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 25.20% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $906 | $4,769-81.0% | $4,268-78.8% | $4,379-79.3% |
| Participant deferral / active EE | $8,642 | $6,350+36.1% | $5,630+53.5% | $6,730+28.4% |
| Admin fee / account holder | $3,995 | $18,654-78.6% | $16,006-75.0% | $14,365-72.2% |