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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 | $449,901 | $201,264+123.5% | $184,185+144.3% | $145,978+208.2% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 14.96% | 29.00%-14.0pp | 28.81%-13.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,922 | $9,806+11.4% | $9,132+19.6% | $6,690+63.3% |
| Admin fee / account holder | $11,534 | $16,376-29.6% | $13,909-17.1% | $13,400-13.9% |