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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 | $475,287 | $135,956+249.6% | $123,894+283.6% | $273,972+73.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $431 | $5,170-91.7% | $4,617-90.7% | $4,869-91.1% |
| Participant deferral / active EE | $5,267 | $6,343-17.0% | $5,984-12.0% | $5,287-0.4% |
| Admin fee / account holder | $11,216 | $9,817+14.2% | $8,357+34.2% | $10,133+10.7% |