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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 | $1,348,753 | $102,609+1214.5% | $98,090+1275.0% | $138,895+871.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 14.00% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,333 | $8,167+26.5% | $7,845+31.7% | $6,396+61.6% |
| Admin fee / account holder | $327,243 | $11,434+2762.0% | $11,815+2669.7% | $12,562+2505.0% |