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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 | $308,013 | $212,386+45.0% | $199,883+54.1% | $138,895+121.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 19.56% | 47.75%-28.2pp | 43.81%-24.2pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,448 | $9,617+39.8% | $9,138+47.2% | $6,396+110.2% |
| Admin fee / account holder | $21,228 | $18,233+16.4% | $17,268+22.9% | $12,562+69.0% |