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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 | $300,994 | $211,105+42.6% | $178,449+68.7% | $145,978+106.2% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 11.77% | 30.19%-18.4pp | 27.09%-15.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $322 | $4,569-93.0% | $3,951-91.9% | $4,662-93.1% |
| Participant deferral / active EE | $5,151 | $6,959-26.0% | $6,277-17.9% | $6,690-23.0% |
| Admin fee / account holder | $1,478 | $12,017-87.7% | $10,362-85.7% | $13,400-89.0% |