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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 | $545,832 | $183,539+197.4% | $155,556+250.9% | $145,897+274.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.03% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,620 | $6,467+126.1% | $5,631+159.6% | $6,689+118.6% |
| Admin fee / account holder | $4,796 | $19,275-75.1% | $15,885-69.8% | $13,390-64.2% |