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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 | $287,203 | $165,399+73.6% | $149,745+91.8% | $158,982+80.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.18% | 348.34%-336.2pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $794 | $5,105-84.5% | $4,646-82.9% | $4,763-83.3% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $2,314 | $10,811-78.6% | $9,312-75.2% | $11,252-79.4% |