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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 | $286,138 | $185,312+54.4% | $161,489+77.2% | $154,746+84.9% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 18.81% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $856 | $4,769-82.0% | $4,268-79.9% | $4,379-80.4% |
| Participant deferral / active EE | $7,748 | $6,350+22.0% | $5,630+37.6% | $6,730+15.1% |
| Admin fee / account holder | $2,003 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |