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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 | $425,666 | $157,296+170.6% | $141,191+201.5% | $152,897+178.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.04% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $333 | $5,262-93.7% | $4,736-93.0% | $4,764-93.0% |
| Participant deferral / active EE | $7,360 | $7,111+3.5% | $6,710+9.7% | $5,851+25.8% |
| Admin fee / account holder | $2,401 | $12,125-80.2% | $10,264-76.6% | $11,599-79.3% |