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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 | $274,788 | $201,259+36.5% | $184,200+49.2% | $145,959+88.3% |
| Participation rate | 60.9% | 87.5%-26.6pp | 86.8%-26.0pp | 80.3%-19.4pp |
| Annual return | 13.76% | 28.98%-15.2pp | 28.80%-15.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,303 | $7,018-81.4% | $6,424-79.7% | $4,661-72.0% |
| Participant deferral / active EE | $5,456 | $9,806-44.4% | $9,132-40.3% | $6,689-18.4% |
| Admin fee / account holder | $20,759 | $16,372+26.8% | $13,907+49.3% | $13,398+54.9% |