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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 | $328,303 | $162,136+102.5% | $152,301+115.6% | $154,746+112.2% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 11.60% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,088 | $8,341-27.0% | $8,004-23.9% | $6,730-9.5% |
| Admin fee / account holder | $102,113 | $15,759+548.0% | $14,398+609.2% | $14,365+610.8% |