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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 | $384,285 | $183,988+108.9% | $162,177+137.0% | $152,897+151.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 22.68% | 150.79%-128.1pp | 115.60%-92.9pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,167 | $8,032-60.6% | $7,297-56.6% | $5,851-45.9% |
| Admin fee / account holder | $1,239 | $13,123-90.6% | $10,843-88.6% | $11,599-89.3% |