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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 | $330,405 | $176,786+86.9% | $146,643+125.3% | $167,536+97.2% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 12.09% | 24.04%-11.9pp | 22.75%-10.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $773 | $5,161-85.0% | $4,137-81.3% | $4,839-84.0% |
| Participant deferral / active EE | $6,864 | $6,440+6.6% | $5,506+24.7% | $6,342+8.2% |
| Admin fee / account holder | $1,164 | $13,262-91.2% | $10,280-88.7% | $12,315-90.5% |