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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 | $297,778 | $201,372+47.9% | $184,260+61.6% | $145,884+104.1% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 11.92% | 29.04%-17.1pp | 28.84%-16.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,399 | $9,808+6.0% | $9,133+13.9% | $6,690+55.5% |
| Admin fee / account holder | $2,337 | $16,362-85.7% | $13,898-83.2% | $13,392-82.6% |