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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 | $315,966 | $180,749+74.8% | $160,784+96.5% | $137,256+130.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 14.46% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,403 | $6,844-21.1% | $6,293-14.1% | $6,407-15.7% |
| Admin fee / account holder | $1,481 | $10,397-85.8% | $9,717-84.8% | $12,270-87.9% |