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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 | $290,794 | $107,368+170.8% | $92,915+213.0% | $152,909+90.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 15.50% | 145.64%-130.1pp | 109.45%-94.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,983 | $4,848+23.4% | $4,238+41.2% | $5,851+2.3% |
| Admin fee / account holder | $2,975 | $7,082-58.0% | $5,796-48.7% | $11,601-74.4% |