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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 | $987,911 | $154,228+540.6% | $145,433+579.3% | $137,256+619.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $764 | $4,804-84.1% | $4,554-83.2% | $4,156-81.6% |
| Participant deferral / active EE | $8,500 | $8,216+3.5% | $7,897+7.6% | $6,407+32.7% |
| Admin fee / account holder | $1,230 | $14,344-91.4% | $13,129-90.6% | $12,270-90.0% |