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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 | $287,669 | $209,336+37.4% | $197,124+45.9% | $137,256+109.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.01% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $461 | $6,591-93.0% | $6,227-92.6% | $4,156-88.9% |
| Participant deferral / active EE | $10,213 | $9,614+6.2% | $9,135+11.8% | $6,407+59.4% |
| Admin fee / account holder | $2,305 | $17,308-86.7% | $16,298-85.9% | $12,270-81.2% |