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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 | $325,208 | $160,070+103.2% | $147,117+121.1% | $145,897+122.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.96% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,201 | $8,419-26.4% | $8,065-23.1% | $6,689-7.3% |
| Admin fee / account holder | $308 | $15,035-98.0% | $12,993-97.6% | $13,390-97.7% |