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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 | $755,004 | $111,535+576.9% | $105,223+617.5% | $137,256+450.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 16.10% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,608 | $5,500-70.8% | $5,072-68.3% | $6,407-74.9% |
| Admin fee / account holder | $6,242 | $9,721-35.8% | $8,859-29.5% | $12,270-49.1% |