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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 | $211,288+244.1% | $178,540+307.2% | $145,884+398.3% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 17.48% | 30.27%-12.8pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,820 | $6,967-59.5% | $6,281-55.1% | $6,690-57.8% |
| Admin fee / account holder | $23,778 | $12,105+96.4% | $10,424+128.1% | $13,392+77.6% |