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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 | $556,312 | $110,337+404.2% | $102,383+443.4% | $145,877+281.4% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 17.65% | 24.83%-7.2pp | 24.94%-7.3pp | 551.28%-533.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,638 | $5,621+142.6% | $5,060+169.5% | $6,691+103.8% |
| Admin fee / account holder | $33,138 | $9,750+239.9% | $8,391+294.9% | $13,402+147.3% |