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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 | $904,273 | $185,312+388.0% | $161,489+460.0% | $154,746+484.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.06% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $847 | $4,769-82.2% | $4,268-80.2% | $4,379-80.7% |
| Participant deferral / active EE | $11,349 | $6,350+78.7% | $5,630+101.6% | $6,730+68.6% |
| Admin fee / account holder | $12,776 | $18,654-31.5% | $16,006-20.2% | $14,365-11.1% |