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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 | $337,610 | $117,846+186.5% | $102,434+229.6% | $145,884+131.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.76% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $851 | $3,615-76.5% | $3,023-71.9% | $4,662-81.7% |
| Participant deferral / active EE | $7,251 | $5,733+26.5% | $5,055+43.5% | $6,690+8.4% |
| Admin fee / account holder | $560 | $13,356-95.8% | $9,462-94.1% | $13,392-95.8% |