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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 | $350,933 | $148,629+136.1% | $135,982+158.1% | $139,487+151.6% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 15.45% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,994 | $8,102+35.7% | $7,760+41.7% | $6,713+63.8% |
| Admin fee / account holder | $15,723 | $12,406+26.7% | $10,767+46.0% | $11,407+37.8% |