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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 | $371,295 | $154,228+140.7% | $145,433+155.3% | $137,256+170.5% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 26.79% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,167 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $96,728 | $14,344+574.4% | $13,129+636.8% | $12,270+688.3% |