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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 | $726,717 | $148,629+388.9% | $135,982+434.4% | $139,487+421.0% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.9pp | 80.3%-33.3pp |
| Annual return | 16.17% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,179 | $8,102-48.4% | $7,760-46.1% | $6,713-37.7% |
| Admin fee / account holder | $28,282 | $12,406+128.0% | $10,767+162.7% | $11,407+147.9% |