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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 | $275,815 | $160,070+72.3% | $147,117+87.5% | $145,897+89.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.11% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,758 | $8,419+27.8% | $8,065+33.4% | $6,689+60.8% |
| Admin fee / account holder | $2,484 | $15,035-83.5% | $12,993-80.9% | $13,390-81.5% |