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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 | $301,741 | $101,778+196.5% | $164,975+82.9% | $80,925+272.9% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.0pp | 67.7%-0.1pp |
| Annual return | 20.54% | 16.73%+3.8pp | 70.12%-49.6pp | 35.65%-15.1pp |
| Employer contribution / active EE | $477 | $2,954-83.9% | $4,343-89.0% | $2,756-82.7% |
| Participant deferral / active EE | $8,389 | $4,477+87.4% | $6,033+39.0% | $4,299+95.2% |
| Admin fee / account holder | $915 | $8,221-88.9% | $12,688-92.8% | $6,940-86.8% |