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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 | $183,516+272.7% | $155,534+339.7% | $145,884+368.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.46% | 61.43%-38.0pp | 64.92%-41.5pp | 551.85%-528.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,163 | $6,467-66.6% | $5,630-61.6% | $6,690-67.7% |
| Admin fee / account holder | $18,396 | $19,293-4.7% | $15,900+15.7% | $13,392+37.4% |