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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 | $287,703 | $208,088+38.3% | $186,193+54.5% | $154,746+85.9% |
| Participation rate | 18.2% | 80.0%-61.8pp | 77.1%-58.9pp | 80.7%-62.5pp |
| Annual return | 15.89% | 89.97%-74.1pp | 78.03%-62.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,609 | $7,078-20.8% | $6,513-13.9% | $6,730-16.7% |
| Admin fee / account holder | $684 | $11,698-94.2% | $11,058-93.8% | $14,365-95.2% |