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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 | $348,807 | $142,354+145.0% | $125,529+177.9% | $155,188+124.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 14.47% | 306.06%-291.6pp | 202.56%-188.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,690 | $5,491+167.5% | $4,813+205.2% | $6,531+124.9% |
| Admin fee / account holder | $28,900 | $19,392+49.0% | $16,298+77.3% | $14,480+99.6% |