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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 | $276,996 | $165,381+67.5% | $149,730+85.0% | $158,966+74.2% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 8.67% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,000 | $7,182+25.3% | $6,843+31.5% | $5,983+50.4% |
| Admin fee / account holder | $43,566 | $10,809+303.0% | $9,310+367.9% | $11,250+287.3% |