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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 | $580,873 | $209,425+177.4% | $178,499+225.4% | $158,966+265.4% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 7.88% | 188.80%-180.9pp | 151.10%-143.2pp | 302.95%-295.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,714 | $5,955-37.6% | $5,202-28.6% | $5,983-37.9% |
| Admin fee / account holder | $4,898 | $17,078-71.3% | $13,986-65.0% | $11,250-56.5% |