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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 | $604,913 | $127,387+374.9% | $115,038+425.8% | $125,389+382.4% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | 6.22% | 31.28%-25.1pp | 26.14%-19.9pp | 282.24%-276.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,358 | $6,423-1.0% | $6,026+5.5% | $5,352+18.8% |
| Admin fee / account holder | $132,365 | $9,516+1290.9% | $8,175+1519.1% | $9,541+1287.4% |