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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 | $277,939 | $160,028+73.7% | $147,080+89.0% | $145,884+90.5% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.01% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,763 | $8,422-31.6% | $8,066-28.6% | $6,690-13.9% |
| Admin fee / account holder | $13,603 | $15,030-9.5% | $12,989+4.7% | $13,392+1.6% |