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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 | $181,062+399.4% | $158,223+471.5% | $155,188+482.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.06% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $847 | $4,565-81.5% | $4,109-79.4% | $4,248-80.1% |
| Participant deferral / active EE | $11,349 | $6,134+85.0% | $5,467+107.6% | $6,531+73.8% |
| Admin fee / account holder | $12,776 | $18,825-32.1% | $16,047-20.4% | $14,480-11.8% |