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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 | $253,002 | $211,224+19.8% | $178,505+41.7% | $145,897+73.4% |
| Participation rate | 11.1% | 80.8%-69.7pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | 14.62% | 30.28%-15.7pp | 27.16%-12.5pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,556 | $6,966-63.3% | $6,280-59.3% | $6,689-61.8% |
| Admin fee / account holder | $636 | $12,109-94.7% | $10,428-93.9% | $13,390-95.3% |