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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 | $264,055 | $155,555+69.7% | $146,866+79.8% | $155,188+70.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 11.00% | 115.41%-104.4pp | 102.85%-91.9pp | 148.84%-137.8pp |
| Employer contribution / active EE | $292 | $4,647-93.7% | $4,425-93.4% | $4,248-93.1% |
| Participant deferral / active EE | $4,858 | $8,044-39.6% | $7,759-37.4% | $6,531-25.6% |
| Admin fee / account holder | $5,204 | $14,755-64.7% | $13,620-61.8% | $14,480-64.1% |