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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 | $1,102,267 | $183,516+500.6% | $155,534+608.7% | $145,884+655.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 14.29% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,200 | $6,467-19.6% | $5,630-7.6% | $6,690-22.3% |
| Admin fee / account holder | $2,535 | $19,293-86.9% | $15,900-84.1% | $13,392-81.1% |