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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 | $145,431+153.1% | $211,142+74.3% | $87,485+320.8% |
| Participation rate | 53.2% | 84.7%-31.6pp | 87.3%-34.1pp | 68.9%-15.7pp |
| Annual return | 15.29% | 27.21%-11.9pp | 46.84%-31.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,072 | $4,662-77.0% | $6,442-83.4% | $2,596-58.7% |
| Participant deferral / active EE | $15,121 | $6,859+120.5% | $9,284+62.9% | $4,274+253.8% |
| Admin fee / account holder | $9,903 | $17,052-41.9% | $19,076-48.1% | $7,775+27.4% |