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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 | $574,514 | $227,399+152.6% | $189,758+202.8% | $198,609+189.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 20.11% | 61.03%-40.9pp | 52.62%-32.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,667 | $6,837+129.2% | $5,856+167.5% | $6,977+124.6% |
| Admin fee / account holder | $2,106 | $25,162-91.6% | $20,388-89.7% | $19,030-88.9% |