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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 | $299,202 | $183,516+63.0% | $155,534+92.4% | $145,884+105.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.36% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $462 | $5,315-91.3% | $4,675-90.1% | $4,662-90.1% |
| Participant deferral / active EE | $7,700 | $6,467+19.1% | $5,630+36.8% | $6,690+15.1% |
| Admin fee / account holder | $3,340 | $19,293-82.7% | $15,900-79.0% | $13,392-75.1% |