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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 | $305,753 | $155,555+96.6% | $146,866+108.2% | $155,188+97.0% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.5%-36.4pp | 80.8%-34.6pp |
| Annual return | 15.77% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,050 | $8,044-49.7% | $7,759-47.8% | $6,531-38.0% |
| Admin fee / account holder | $735 | $14,755-95.0% | $13,620-94.6% | $14,480-94.9% |