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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 | $294,964 | $110,410+167.2% | $102,437+187.9% | $145,897+102.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.17% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.1pp |
| Employer contribution / active EE | $67 | $4,217-98.4% | $3,871-98.3% | $4,663-98.6% |
| Participant deferral / active EE | $8,733 | $5,622+55.4% | $5,060+72.6% | $6,689+30.6% |
| Admin fee / account holder | $1,641 | $9,745-83.2% | $8,388-80.4% | $13,390-87.7% |