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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $297,254 | $212,386+40.0% | $199,883+48.7% | $138,895+114.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 13.88% | 47.75%-33.9pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,438 | $6,625-78.3% | $6,261-77.0% | $4,194-65.7% |
| Participant deferral / active EE | $2,317 | $9,617-75.9% | $9,138-74.6% | $6,396-63.8% |
| Admin fee / account holder | $9,519 | $18,233-47.8% | $17,268-44.9% | $12,562-24.2% |