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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 | $258,672 | $180,749+43.1% | $160,784+60.9% | $137,256+88.5% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 13.76% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,403 | $6,844+22.8% | $6,293+33.5% | $6,407+31.2% |
| Admin fee / account holder | $10,990 | $10,397+5.7% | $9,717+13.1% | $12,270-10.4% |