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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 | $1,304,867 | $211,288+517.6% | $178,540+630.9% | $145,884+794.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 37.51% | 30.27%+7.2pp | 27.15%+10.4pp | 551.85%-514.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $2,954 | $12,105-75.6% | $10,424-71.7% | $13,392-77.9% |