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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 | $569,296 | $136,860+316.0% | $120,344+373.1% | $154,746+267.9% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 13.71% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,418 | $5,793-23.7% | $5,135-14.0% | $6,730-34.4% |
| Admin fee / account holder | $18,177 | $15,393+18.1% | $12,742+42.7% | $14,365+26.5% |