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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 | $156,398+254.2% | $147,318+276.0% | $138,895+298.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 13.62% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,177 | $8,237+11.4% | $7,906+16.1% | $6,396+43.5% |
| Admin fee / account holder | $27,346 | $14,976+82.6% | $13,708+99.5% | $12,562+117.7% |