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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 | $227,291+35.5% | $214,702+43.5% | $155,188+98.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 19.56% | 60.08%-40.5pp | 54.55%-35.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,448 | $9,582+40.3% | $9,147+47.0% | $6,531+105.9% |
| Admin fee / account holder | $21,228 | $20,413+4.0% | $19,830+7.0% | $14,480+46.6% |