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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 | $426,473 | $172,111+147.8% | $150,298+183.8% | $137,256+210.7% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 22.21% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,706 | $6,166+89.9% | $5,453+114.7% | $6,407+82.7% |
| Admin fee / account holder | $73,676 | $16,471+347.3% | $14,116+421.9% | $12,270+500.5% |