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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 | $208,088+100.3% | $186,193+123.8% | $154,746+169.3% |
| Participation rate | 69.2% | 80.0%-10.8pp | 77.1%-7.9pp | 80.7%-11.5pp |
| Annual return | 14.33% | 89.97%-75.6pp | 78.03%-63.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,372 | $7,078+60.7% | $6,513+74.6% | $6,730+69.0% |
| Admin fee / account holder | $11,111 | $11,698-5.0% | $11,058+0.5% | $14,365-22.7% |