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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 | $366,280 | $176,077+108.0% | $159,455+129.7% | $167,518+118.7% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 13.07% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,762 | $7,751+51.7% | $7,353+60.0% | $6,342+85.5% |
| Admin fee / account holder | $1,602 | $12,556-87.2% | $10,800-85.2% | $12,312-87.0% |