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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 | $287,730 | $209,428+37.4% | $178,498+61.2% | $158,950+81.0% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 21.54% | 188.78%-167.2pp | 151.09%-129.6pp | 302.91%-281.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,316 | $5,955+6.1% | $5,202+21.4% | $5,983+5.6% |
| Admin fee / account holder | $3,779 | $17,077-77.9% | $13,985-73.0% | $11,248-66.4% |