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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 | $623,545 | $107,666+479.1% | $102,184+510.2% | $154,746+302.9% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 12.18% | 29.33%-17.2pp | 31.58%-19.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,560 | $8,719+21.1% | $8,309+27.1% | $6,730+56.9% |
| Admin fee / account holder | $14,888 | $12,943+15.0% | $11,609+28.2% | $14,365+3.6% |