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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 | $617,274 | $156,398+294.7% | $147,318+319.0% | $138,895+344.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.93% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $276 | $4,853-94.3% | $4,593-94.0% | $4,194-93.4% |
| Participant deferral / active EE | $4,811 | $8,237-41.6% | $7,906-39.1% | $6,396-24.8% |
| Admin fee / account holder | $13,798 | $14,976-7.9% | $13,708+0.7% | $12,562+9.8% |