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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 | $364,335 | $289,211+26.0% | $260,467+39.9% | $198,609+83.4% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 15.11% | 112.90%-97.8pp | 100.60%-85.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,967 | $6,812-12.4% | $6,319-5.6% | $6,977-14.5% |
| Admin fee / account holder | $20,313 | $16,236+25.1% | $15,461+31.4% | $19,030+6.7% |