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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 | $359,641 | $228,395+57.5% | $185,861+93.5% | $158,982+126.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 5.74% | 40.82%-35.1pp | 35.96%-30.2pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,350 | $6,417+76.9% | $5,634+101.5% | $5,983+89.7% |
| Admin fee / account holder | $311,280 | $11,869+2522.6% | $9,503+3175.5% | $11,252+2666.5% |