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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 | $406,350 | $201,372+101.8% | $184,260+120.5% | $145,884+178.5% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 20.82% | 29.04%-8.2pp | 28.84%-8.0pp | 551.85%-531.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,882 | $9,808+31.4% | $9,133+41.1% | $6,690+92.6% |
| Admin fee / account holder | $17,556 | $16,362+7.3% | $13,898+26.3% | $13,392+31.1% |