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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 | $291,854 | $115,931+151.7% | $185,441+57.4% | $86,983+235.5% |
| Participation rate | 53.7% | 73.6%-20.0pp | 80.3%-26.6pp | 69.5%-15.9pp |
| Annual return | 20.26% | 21.47%-1.2pp | 20.16%+0.1pp | 25.83%-5.6pp |
| Employer contribution / active EE | $537 | $2,937-81.7% | $4,672-88.5% | $2,584-79.2% |
| Participant deferral / active EE | $2,807 | $4,551-38.3% | $6,152-54.4% | $4,194-33.1% |
| Admin fee / account holder | $4,378 | $10,687-59.0% | $17,890-75.5% | $7,856-44.3% |