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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 | $716,096 | $209,425+241.9% | $178,499+301.2% | $158,966+350.5% |
| Participation rate | 55.0% | 86.4%-31.4pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 15.43% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,478 | $5,955-58.4% | $5,202-52.4% | $5,983-58.6% |
| Admin fee / account holder | $507 | $17,078-97.0% | $13,986-96.4% | $11,250-95.5% |