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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 | $254,866 | $157,296+62.0% | $141,191+80.5% | $152,897+66.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 17.10% | 64.34%-47.2pp | 71.41%-54.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,000 | $7,111+54.7% | $6,710+63.9% | $5,851+88.0% |
| Admin fee / account holder | $5,051 | $12,125-58.3% | $10,264-50.8% | $11,599-56.5% |