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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 | $494,668 | $165,361+199.1% | $149,715+230.4% | $158,950+211.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.75% | 348.24%-333.5pp | 276.66%-261.9pp | 302.91%-288.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,000 | $7,182-30.4% | $6,842-26.9% | $5,983-16.4% |
| Admin fee / account holder | $11,356 | $10,808+5.1% | $9,310+22.0% | $11,248+1.0% |