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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 | $490,045 | $181,896+169.4% | $156,551+213.0% | $273,972+78.9% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 5.24% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $993 | $6,248-84.1% | $5,501-81.9% | $4,869-79.6% |
| Participant deferral / active EE | $4,153 | $5,550-25.2% | $4,871-14.7% | $5,287-21.4% |
| Admin fee / account holder | $1,536 | $15,560-90.1% | $13,028-88.2% | $10,133-84.8% |