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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 | $416,747 | $289,211+44.1% | $260,467+60.0% | $198,609+109.8% |
| Participation rate | 69.2% | 83.1%-13.9pp | 80.5%-11.2pp | 82.4%-13.1pp |
| Annual return | 14.33% | 112.90%-98.6pp | 100.60%-86.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,372 | $6,812+66.9% | $6,319+80.0% | $6,977+63.0% |
| Admin fee / account holder | $11,111 | $16,236-31.6% | $15,461-28.1% | $19,030-41.6% |