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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 | $278,575 | $211,105+32.0% | $178,449+56.1% | $145,978+90.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.70% | 30.19%-15.5pp | 27.09%-12.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,765 | $6,959+97.8% | $6,277+119.3% | $6,690+105.8% |
| Admin fee / account holder | $30,000 | $12,017+149.6% | $10,362+189.5% | $13,400+123.9% |