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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 | $1,137,175 | $172,111+560.7% | $150,298+656.6% | $137,256+728.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 12.13% | 69.37%-57.2pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,833 | $6,166+75.7% | $5,453+98.7% | $6,407+69.1% |
| Admin fee / account holder | $7,313 | $16,471-55.6% | $14,116-48.2% | $12,270-40.4% |