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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 | $306,489 | $197,625+55.1% | $177,840+72.3% | $158,966+92.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 31.78% | 58.76%-27.0pp | 48.32%-16.5pp | 302.95%-271.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,014 | $8,405+66.7% | $7,714+81.7% | $5,983+134.2% |
| Admin fee / account holder | $168,248 | $15,405+992.2% | $12,431+1253.5% | $11,250+1395.5% |