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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $267,571 | $156,398+71.1% | $147,318+81.6% | $138,895+92.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.08% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,110 | $4,853-77.1% | $4,593-75.8% | $4,194-73.5% |
| Participant deferral / active EE | $1,387 | $8,237-83.2% | $7,906-82.5% | $6,396-78.3% |
| Admin fee / account holder | $3,817 | $14,976-74.5% | $13,708-72.2% | $12,562-69.6% |