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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 | $619,841 | $82,028+655.6% | $123,105+403.5% | $59,633+939.4% |
| Participation rate | 67.8% | 83.2%-15.4pp | 86.8%-19.0pp | 68.7%-0.9pp |
| Annual return | 7.39% | 5.12%+2.3pp | 13.22%-5.8pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,117 | $4,667+52.5% | $6,229+14.2% | $3,192+123.0% |
| Admin fee / account holder | $52,343 | $5,879+790.4% | $9,014+480.7% | $4,297+1118.1% |