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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 | $679,578 | $183,539+270.3% | $155,556+336.9% | $145,897+365.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.99% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,500 | $6,467+62.4% | $5,631+86.5% | $6,689+57.0% |
| Admin fee / account holder | $1,344 | $19,275-93.0% | $15,885-91.5% | $13,390-90.0% |