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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 | $908,639 | $227,291+299.8% | $214,702+323.2% | $155,188+485.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 12.60% | 60.08%-47.5pp | 54.55%-42.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,770 | $9,582+2.0% | $9,147+6.8% | $6,531+49.6% |
| Admin fee / account holder | $240,200 | $20,413+1076.7% | $19,830+1111.3% | $14,480+1558.9% |