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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 | $273,889 | $217,427+26.0% | $185,837+47.4% | $167,518+63.5% |
| Participation rate | 42.1% | 86.0%-43.9pp | 81.7%-39.6pp | 82.1%-40.0pp |
| Annual return | 11.30% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,926 | $6,357+8.9% | $5,568+24.4% | $6,342+9.2% |
| Admin fee / account holder | $52,865 | $19,816+166.8% | $16,241+225.5% | $12,312+329.4% |