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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 | $281,145 | $227,399+23.6% | $189,758+48.2% | $198,609+41.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 17.72% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $824 | $5,526-85.1% | $4,767-82.7% | $5,055-83.7% |
| Participant deferral / active EE | $7,833 | $6,837+14.6% | $5,856+33.8% | $6,977+12.3% |
| Admin fee / account holder | $2,435 | $25,162-90.3% | $20,388-88.1% | $19,030-87.2% |