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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 | $447,065 | $148,629+200.8% | $135,982+228.8% | $139,487+220.5% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 14.52% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,524 | $8,102+54.6% | $7,760+61.4% | $6,713+86.6% |
| Admin fee / account holder | $1,147 | $12,406-90.8% | $10,767-89.3% | $11,407-89.9% |