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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 | $553,925 | $155,555+256.1% | $146,866+277.2% | $155,188+256.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.62% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,177 | $8,044+14.1% | $7,759+18.3% | $6,531+40.5% |
| Admin fee / account holder | $27,346 | $14,755+85.3% | $13,620+100.8% | $14,480+88.9% |