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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 | $302,129 | $148,623+103.3% | $135,974+122.2% | $139,466+116.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 25.76% | 79.30%-53.5pp | 68.30%-42.5pp | 373.66%-347.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,813 | $8,103+21.1% | $7,760+26.5% | $6,712+46.2% |
| Admin fee / account holder | $37,172 | $12,406+199.6% | $10,767+245.3% | $11,409+225.8% |