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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 | $727,011 | $211,224+244.2% | $178,505+307.3% | $145,897+398.3% |
| Participation rate | 36.4% | 80.8%-44.5pp | 77.1%-40.8pp | 80.3%-43.9pp |
| Annual return | 17.48% | 30.28%-12.8pp | 27.16%-9.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,820 | $6,966-59.5% | $6,280-55.1% | $6,689-57.8% |
| Admin fee / account holder | $23,778 | $12,109+96.4% | $10,428+128.0% | $13,390+77.6% |