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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 | $269,715 | $239,571+12.6% | $183,328+47.1% | $137,256+96.5% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.8pp | 80.0%-24.4pp |
| Annual return | 16.45% | 35.69%-19.2pp | 29.67%-13.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,291 | $6,148-79.0% | $5,055-74.5% | $4,156-68.9% |
| Participant deferral / active EE | $5,741 | $7,995-28.2% | $6,795-15.5% | $6,407-10.4% |
| Admin fee / account holder | $21,634 | $30,059-28.0% | $21,427+1.0% | $12,270+76.3% |