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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 | $368,119 | $146,267+151.7% | $197,124+86.7% | $82,448+346.5% |
| Participation rate | 53.2% | 84.0%-30.8pp | 86.7%-33.5pp | 68.1%-14.9pp |
| Annual return | 15.29% | 29.61%-14.3pp | 44.34%-29.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,072 | $4,723-77.3% | $6,227-82.8% | $2,551-58.0% |
| Participant deferral / active EE | $15,121 | $7,035+115.0% | $9,135+65.5% | $4,139+265.3% |
| Admin fee / account holder | $9,903 | $14,422-31.3% | $16,298-39.2% | $7,234+36.9% |