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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 | $262,698 | $86,949+202.1% | $102,460+156.4% | $80,959+224.5% |
| Participation rate | 45.6% | 72.4%-26.8pp | 76.5%-30.9pp | 67.7%-22.1pp |
| Annual return | 17.54% | 18.89%-1.4pp | 29.47%-11.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $133 | $2,370-94.4% | $3,025-95.6% | $2,757-95.2% |
| Participant deferral / active EE | $5,124 | $4,121+24.3% | $5,056+1.3% | $4,300+19.2% |
| Admin fee / account holder | $4,987 | $8,048-38.0% | $9,460-47.3% | $6,925-28.0% |