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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 | $758,045 | $185,312+309.1% | $161,489+369.4% | $154,746+389.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.01% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $877 | $4,769-81.6% | $4,268-79.4% | $4,379-80.0% |
| Participant deferral / active EE | $5,334 | $6,350-16.0% | $5,630-5.2% | $6,730-20.7% |
| Admin fee / account holder | $10,737 | $18,654-42.4% | $16,006-32.9% | $14,365-25.3% |