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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 | $410,265 | $212,386+93.2% | $199,883+105.3% | $138,895+195.4% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 18.05% | 47.75%-29.7pp | 43.81%-25.8pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,603 | $9,617-0.2% | $9,138+5.1% | $6,396+50.1% |
| Admin fee / account holder | $9,525 | $18,233-47.8% | $17,268-44.8% | $12,562-24.2% |