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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 | $270,975 | $96,388+181.1% | $80,627+236.1% | $139,466+94.3% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 13.99% | 1352.08%-1338.1pp | 936.76%-922.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,590 | $5,224+45.3% | $4,443+70.8% | $6,712+13.1% |
| Admin fee / account holder | $7,725 | $6,603+17.0% | $5,381+43.6% | $11,409-32.3% |