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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 | $1,014,399 | $197,637+413.3% | $177,848+470.4% | $158,982+538.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 23.84% | 58.77%-34.9pp | 48.33%-24.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,044 | $8,405+7.6% | $7,714+17.3% | $5,983+51.2% |
| Admin fee / account holder | $43,091 | $15,406+179.7% | $12,431+246.6% | $11,252+283.0% |