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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 | $710,866 | $134,817+427.3% | $123,973+473.4% | $155,188+358.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 9.02% | 515.49%-506.5pp | 388.13%-379.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $790 | $4,425-82.2% | $4,126-80.9% | $4,248-81.4% |
| Participant deferral / active EE | $7,579 | $5,706+32.8% | $5,247+44.5% | $6,531+16.0% |
| Admin fee / account holder | $80,114 | $13,245+504.9% | $11,799+579.0% | $14,480+453.3% |