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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 | $683,892 | $183,592+272.5% | $155,574+339.6% | $145,877+368.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.46% | 61.37%-37.9pp | 64.87%-41.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,163 | $6,466-66.6% | $5,629-61.6% | $6,691-67.7% |
| Admin fee / account holder | $18,396 | $19,316-4.8% | $15,914+15.6% | $13,402+37.3% |