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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 | $490,000 | $162,136+202.2% | $152,301+221.7% | $154,746+216.6% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 14.46% | 91.02%-76.6pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,152 | $8,341+69.7% | $8,004+76.8% | $6,730+110.3% |
| Admin fee / account holder | $123,963 | $15,759+686.6% | $14,398+761.0% | $14,365+762.9% |