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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 | $201,264+36.5% | $184,185+49.2% | $145,978+88.2% |
| Participation rate | 60.9% | 87.5%-26.6pp | 86.8%-26.0pp | 80.3%-19.4pp |
| Annual return | 13.76% | 29.00%-15.2pp | 28.81%-15.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,303 | $7,021-81.4% | $6,426-79.7% | $4,662-72.0% |
| Participant deferral / active EE | $5,456 | $9,806-44.4% | $9,132-40.3% | $6,690-18.4% |
| Admin fee / account holder | $20,759 | $16,376+26.8% | $13,909+49.2% | $13,400+54.9% |