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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 | $253,749 | $160,040+58.6% | $147,096+72.5% | $145,877+73.9% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.32% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,203 | $8,429-26.4% | $8,071-23.1% | $6,691-7.3% |
| Admin fee / account holder | $24,237 | $15,050+61.0% | $13,005+86.4% | $13,402+80.8% |