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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 | $394,875 | $108,825+262.9% | $156,181+152.8% | $82,448+378.9% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 18.16% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $245 | $2,870-91.5% | $4,294-94.3% | $2,551-90.4% |
| Participant deferral / active EE | $8,194 | $4,577+79.0% | $6,132+33.6% | $4,139+98.0% |
| Admin fee / account holder | $11,947 | $9,341+27.9% | $14,586-18.1% | $7,234+65.1% |