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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 | $276,795 | $70,684+291.6% | $169,397+63.4% | $75,177+268.2% |
| Participation rate | 67.4% | 64.8%+2.6pp | 77.2%-9.8pp | 67.2%+0.2pp |
| Annual return | 23.97% | 36.38%-12.4pp | 406.23%-382.3pp | 160.75%-136.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,632 | $4,310+77.1% | $6,223+22.6% | $4,126+85.0% |
| Admin fee / account holder | $4,778 | $5,404-11.6% | $9,017-47.0% | $5,651-15.5% |