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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 | $277,462 | $135,956+104.1% | $123,894+124.0% | $273,972+1.3% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 122.01% | 56.63%+65.4pp | 47.52%+74.5pp | 41.46%+80.6pp |
| Employer contribution / active EE | $431 | $5,170-91.7% | $4,617-90.7% | $4,869-91.1% |
| Participant deferral / active EE | $4,139 | $6,343-34.7% | $5,984-30.8% | $5,287-21.7% |
| Admin fee / account holder | $13,162 | $9,817+34.1% | $8,357+57.5% | $10,133+29.9% |