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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 | $1,215,873 | $160,028+659.8% | $147,080+726.7% | $145,884+733.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.57% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $464 | $5,286-91.2% | $4,933-90.6% | $4,662-90.0% |
| Participant deferral / active EE | $8,311 | $8,422-1.3% | $8,066+3.0% | $6,690+24.2% |
| Admin fee / account holder | $5,713 | $15,030-62.0% | $12,989-56.0% | $13,392-57.3% |