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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 | $260,399 | $148,629+75.2% | $135,982+91.5% | $139,487+86.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 19.34% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,079 | $8,102-37.3% | $7,760-34.5% | $6,713-24.3% |
| Admin fee / account holder | $13,283 | $12,406+7.1% | $10,767+23.4% | $11,407+16.4% |