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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 | $297,775 | $166,242+79.1% | $165,071+80.4% | $145,884+104.1% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 33.62% | 100.44%-66.8pp | 70.17%-36.5pp | 551.85%-518.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,187 | $6,964-25.5% | $6,035-14.0% | $6,690-22.5% |
| Admin fee / account holder | $145,769 | $16,658+775.0% | $12,695+1048.2% | $13,392+988.5% |