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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $683,046 | $340,249+100.7% | $329,695+107.2% | $330,599+106.6% |
| Participation rate | 57.1% | 51.3%+5.8pp | 43.4%+13.7pp | 43.7%+13.4pp |
| Annual return | 9.39% | 10.01%-0.6pp | 9.82%-0.4pp | 13.05%-3.7pp |
| Employer contribution / active EE | $33,544 | $31,912+5.1% | $30,322+10.6% | $37,664-10.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $19,378 | $60,407-67.9% | $53,840-64.0% | $31,365-38.2% |