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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 | $2,085,902 | $175,259+1090.2% | $149,723+1293.2% | $139,487+1395.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.98% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,004 | $5,478-81.7% | $4,821-79.2% | $4,755-78.9% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $16,496 | $16,158+2.1% | $13,215+24.8% | $11,407+44.6% |