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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 | $441,165 | $141,004+212.9% | $112,273+292.9% | $139,466+216.3% |
| Participation rate | 23.1% | 79.2%-56.1pp | 72.4%-49.4pp | 80.3%-57.3pp |
| Annual return | 27.38% | 32.75%-5.4pp | 30.23%-2.9pp | 373.66%-346.3pp |
| Employer contribution / active EE | $385 | $4,285-91.0% | $3,431-88.8% | $4,754-91.9% |
| Participant deferral / active EE | $2,538 | $5,878-56.8% | $4,800-47.1% | $6,712-62.2% |
| Admin fee / account holder | $10,535 | $9,959+5.8% | $7,752+35.9% | $11,409-7.7% |