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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 | $252,057 | $183,627+37.3% | $155,602+62.0% | $145,978+72.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.19% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $816 | $5,316-84.7% | $4,675-82.6% | $4,662-82.5% |
| Participant deferral / active EE | $6,794 | $6,466+5.1% | $5,629+20.7% | $6,690+1.6% |
| Admin fee / account holder | $59,500 | $19,327+207.9% | $15,923+273.7% | $13,400+344.0% |