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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 | $278,122 | $108,911+155.4% | $100,392+177.0% | $145,884+90.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.99% | 58.23%-44.2pp | 49.45%-35.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,283 | $8,459+45.2% | $8,090+51.8% | $6,690+83.6% |
| Admin fee / account holder | $19,619 | $9,698+102.3% | $7,904+148.2% | $13,392+46.5% |