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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 | $456,808 | $202,342+125.8% | $172,753+164.4% | $152,909+198.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.65% | 1029.88%-1012.2pp | 803.00%-785.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $656 | $5,857-88.8% | $5,144-87.2% | $4,764-86.2% |
| Participant deferral / active EE | $4,600 | $5,948-22.7% | $5,198-11.5% | $5,851-21.4% |
| Admin fee / account holder | $10,639 | $17,112-37.8% | $13,956-23.8% | $11,601-8.3% |