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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 | $183,592+270.2% | $155,567+336.8% | $145,959+365.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.99% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,500 | $6,464+62.4% | $5,628+86.6% | $6,689+57.0% |
| Admin fee / account holder | $1,344 | $19,318-93.0% | $15,916-91.6% | $13,398-90.0% |