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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 | $360,199 | $160,070+125.0% | $147,117+144.8% | $145,897+146.9% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 18.93% | 98.69%-79.8pp | 420.54%-401.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,545 | $8,419-34.1% | $8,065-31.2% | $6,689-17.1% |
| Admin fee / account holder | $1,282 | $15,035-91.5% | $12,993-90.1% | $13,390-90.4% |