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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 | $255,059 | $183,627+38.9% | $155,602+63.9% | $145,978+74.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.40% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,665 | $6,466+3.1% | $5,629+18.4% | $6,690-0.4% |
| Admin fee / account holder | $939 | $19,327-95.1% | $15,923-94.1% | $13,400-93.0% |