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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 | $335,064 | $184,000+82.1% | $162,185+106.6% | $152,909+119.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 29.49% | 150.80%-121.3pp | 115.61%-86.1pp | 345.46%-316.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,257 | $8,033-59.5% | $7,297-55.4% | $5,851-44.3% |
| Admin fee / account holder | $15,496 | $13,124+18.1% | $10,844+42.9% | $11,601+33.6% |