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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 | $371,544 | $176,077+111.0% | $159,455+133.0% | $167,518+121.8% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 11.98% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,694 | $7,751-0.7% | $7,353+4.6% | $6,342+21.3% |
| Admin fee / account holder | $8,974 | $12,556-28.5% | $10,800-16.9% | $12,312-27.1% |