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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 | $2,430,702 | $183,592+1224.0% | $155,574+1462.4% | $145,877+1566.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.74% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $805 | $5,317-84.9% | $4,676-82.8% | $4,663-82.7% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $18,350 | $19,316-5.0% | $15,914+15.3% | $13,402+36.9% |