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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 | $271,314 | $178,174+52.3% | $156,181+73.7% | $137,256+97.7% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.8%-55.3pp | 80.0%-56.4pp |
| Annual return | 11.93% | 84.19%-72.3pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,526 | $6,888-34.3% | $6,132-26.2% | $6,407-29.3% |
| Admin fee / account holder | $2,470 | $17,404-85.8% | $14,586-83.1% | $12,270-79.9% |