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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 | $403,375 | $223,823+80.2% | $211,142+91.0% | $154,746+160.7% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 21.26% | 50.39%-29.1pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $355 | $19,707-98.2% | $19,076-98.1% | $14,365-97.5% |