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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 | $258,544 | $183,539+40.9% | $155,556+66.2% | $145,897+77.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 10.61% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,670 | $6,467-27.8% | $5,631-17.1% | $6,689-30.2% |
| Admin fee / account holder | $3,566 | $19,275-81.5% | $15,885-77.6% | $13,390-73.4% |