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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 | $297,798 | $201,259+48.0% | $184,200+61.7% | $145,959+104.0% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.7pp |
| Annual return | 14.00% | 28.98%-15.0pp | 28.80%-14.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,880 | $9,806+41.5% | $9,132+52.0% | $6,689+107.5% |
| Admin fee / account holder | $44,129 | $16,372+169.5% | $13,907+217.3% | $13,398+229.4% |