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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 | $298,846 | $58,627+409.7% | $76,735+289.5% | $82,448+262.5% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 20.05% | 39.10%-19.1pp | 29.77%-9.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $179 | $1,729-89.6% | $2,454-92.7% | $2,551-93.0% |
| Participant deferral / active EE | $7,449 | $3,134+137.7% | $4,088+82.2% | $4,139+80.0% |
| Admin fee / account holder | $48,096 | $5,323+803.6% | $7,189+569.0% | $7,234+564.8% |