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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 | $639,429 | $165,399+286.6% | $149,745+327.0% | $158,982+302.2% |
| Participation rate | 40.9% | 84.6%-43.7pp | 82.5%-41.6pp | 82.0%-41.1pp |
| Annual return | 14.81% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,282 | $7,183-54.3% | $6,843-52.0% | $5,983-45.1% |
| Admin fee / account holder | $12,170 | $10,811+12.6% | $9,312+30.7% | $11,252+8.2% |