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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 | $308,097 | $156,398+97.0% | $147,318+109.1% | $138,895+121.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 15.14% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $458 | $4,853-90.6% | $4,593-90.0% | $4,194-89.1% |
| Participant deferral / active EE | $7,042 | $8,237-14.5% | $7,906-10.9% | $6,396+10.1% |
| Admin fee / account holder | $1,010 | $14,976-93.3% | $13,708-92.6% | $12,562-92.0% |