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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 | $433,367 | $156,398+177.1% | $147,318+194.2% | $138,895+212.0% |
| Participation rate | 65.2% | 83.8%-18.5pp | 82.1%-16.8pp | 79.9%-14.7pp |
| Annual return | 12.68% | 78.75%-66.1pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,809 | $8,237-5.2% | $7,906-1.2% | $6,396+22.1% |
| Admin fee / account holder | $62,827 | $14,976+319.5% | $13,708+358.3% | $12,562+400.1% |