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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 | $256,053 | $175,231+46.1% | $149,696+71.0% | $139,466+83.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.75% | 166.77%-155.0pp | 134.46%-122.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,712+101.1% |
| Admin fee / account holder | $4,082 | $16,155-74.7% | $13,212-69.1% | $11,409-64.2% |