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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 | $845,754 | $175,231+382.7% | $149,696+465.0% | $139,466+506.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 22.74% | 166.77%-144.0pp | 134.46%-111.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,118 | $6,521-21.5% | $5,682-9.9% | $6,712-23.7% |
| Admin fee / account holder | $11,417 | $16,155-29.3% | $13,212-13.6% | $11,409+0.1% |