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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 | $181,062+44.3% | $158,223+65.2% | $155,188+68.4% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 18.70% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $815 | $4,565-82.2% | $4,109-80.2% | $4,248-80.8% |
| Participant deferral / active EE | $5,167 | $6,134-15.8% | $5,467-5.5% | $6,531-20.9% |
| Admin fee / account holder | $2,135 | $18,825-88.7% | $16,047-86.7% | $14,480-85.3% |