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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 | $355,356 | $160,028+122.1% | $147,080+141.6% | $145,884+143.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.49% | 98.60%-78.1pp | 420.17%-399.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,070 | $8,422-51.7% | $8,066-49.5% | $6,690-39.2% |
| Admin fee / account holder | $9,248 | $15,030-38.5% | $12,989-28.8% | $13,392-30.9% |