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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 | $291,481 | $232,540+25.3% | $185,117+57.5% | $147,586+97.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 10.78% | 43.03%-32.2pp | 40.50%-29.7pp | 578.59%-567.8pp |
| Employer contribution / active EE | $302 | $5,195-94.2% | $4,182-92.8% | $4,876-93.8% |
| Participant deferral / active EE | $3,125 | $5,834-46.4% | $5,045-38.1% | $5,439-42.5% |
| Admin fee / account holder | $9,230 | $10,275-10.2% | $8,159+13.1% | $10,886-15.2% |