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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 | $302,921 | $105,200+187.9% | $159,474+90.0% | $85,847+252.9% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.8%-22.0pp | 69.3%-8.5pp |
| Annual return | 22.16% | 45.08%-22.9pp | 263.68%-241.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,122 | $5,946+53.4% | $7,353+24.1% | $3,952+130.8% |
| Admin fee / account holder | $10,352 | $6,934+49.3% | $10,802-4.2% | $6,261+65.3% |