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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 | $265,206 | $208,088+27.4% | $186,193+42.4% | $154,746+71.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 18.94% | 89.97%-71.0pp | 78.03%-59.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,629 | $7,078-20.5% | $6,513-13.6% | $6,730-16.4% |
| Admin fee / account holder | $2,774 | $11,698-76.3% | $11,058-74.9% | $14,365-80.7% |