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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 | $156,398+137.4% | $147,318+152.0% | $138,895+167.3% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 26.79% | 78.75%-52.0pp | 70.43%-43.6pp | 145.39%-118.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,167 | $8,237+23.4% | $7,906+28.6% | $6,396+59.0% |
| Admin fee / account holder | $96,728 | $14,976+545.9% | $13,708+605.7% | $12,562+670.0% |