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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 | $261,975 | $148,582+76.3% | $135,942+92.7% | $139,456+87.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 25.00% | 79.26%-54.3pp | 68.28%-43.3pp | 373.45%-348.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,376 | $8,101-33.6% | $7,759-30.7% | $6,711-19.9% |
| Admin fee / account holder | $55,833 | $12,402+350.2% | $10,764+418.7% | $11,407+389.5% |