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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 | $381,837 | $166,020+130.0% | $164,866+131.6% | $145,959+161.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.88% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,667 | $6,961+10.1% | $6,033+27.1% | $6,689+14.6% |
| Admin fee / account holder | $23,850 | $16,644+43.3% | $12,689+88.0% | $13,398+78.0% |