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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 | $274,449 | $106,524+157.6% | $152,301+80.2% | $87,485+213.7% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 14.47% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $558 | $3,371-83.5% | $4,624-87.9% | $2,596-78.5% |
| Participant deferral / active EE | $12,298 | $6,525+88.5% | $8,004+53.7% | $4,274+187.8% |
| Admin fee / account holder | $12,974 | $8,287+56.6% | $14,398-9.9% | $7,775+66.9% |