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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 | $261,312 | $174,379+49.9% | $152,093+71.8% | $138,895+88.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 18.70% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $815 | $4,652-82.5% | $4,175-80.5% | $4,194-80.6% |
| Participant deferral / active EE | $5,167 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $2,135 | $16,880-87.4% | $14,497-85.3% | $12,562-83.0% |