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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 | $196,972+88.5% | $182,262+103.7% | $198,609+86.9% |
| Participation rate | 54.5% | 85.7%-31.2pp | 84.2%-29.7pp | 82.4%-27.8pp |
| Annual return | 26.79% | 158.27%-131.5pp | 140.60%-113.8pp | 202.70%-175.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,167 | $8,643+17.6% | $8,276+22.8% | $6,977+45.7% |
| Admin fee / account holder | $96,728 | $18,429+424.9% | $16,712+478.8% | $19,030+408.3% |