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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 | $281,190 | $176,794+59.0% | $146,647+91.7% | $167,553+67.8% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 29.95% | 24.04%+5.9pp | 22.75%+7.2pp | 478.89%-448.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,453 | $6,440+15.7% | $5,506+35.4% | $6,343+17.5% |
| Admin fee / account holder | $500 | $13,262-96.2% | $10,281-95.1% | $12,316-95.9% |