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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 | $307,609 | $165,381+86.0% | $149,730+105.4% | $158,966+93.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 36.35% | 348.29%-311.9pp | 276.70%-240.3pp | 302.95%-266.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,701 | $7,182+7.2% | $6,843+12.5% | $5,983+28.7% |
| Admin fee / account holder | $7,519 | $10,809-30.4% | $9,310-19.2% | $11,250-33.2% |