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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 | $252,787 | $223,823+12.9% | $211,142+19.7% | $154,746+63.4% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 16.82% | 50.39%-33.6pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,384 | $6,787-79.6% | $6,442-78.5% | $4,379-68.4% |
| Participant deferral / active EE | $7,428 | $9,750-23.8% | $9,284-20.0% | $6,730+10.4% |
| Admin fee / account holder | $1,037 | $19,707-94.7% | $19,076-94.6% | $14,365-92.8% |