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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 | $253,687 | $185,883+36.5% | $170,043+49.2% | $139,466+81.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.94% | 60.54%-44.6pp | 53.40%-37.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,321 | $7,596-82.6% | $6,790-80.6% | $4,754-72.2% |
| Participant deferral / active EE | $13,534 | $11,626+16.4% | $10,410+30.0% | $6,712+101.6% |
| Admin fee / account holder | $568 | $15,393-96.3% | $12,824-95.6% | $11,409-95.0% |