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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 | $310,590 | $184,014+68.8% | $161,149+92.7% | $138,895+123.6% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 19.27% | 21.52%-2.3pp | 21.16%-1.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,483 | $6,909+66.2% | $6,153+86.6% | $6,396+79.5% |
| Admin fee / account holder | $294,680 | $18,027+1534.7% | $15,194+1839.4% | $12,562+2245.8% |