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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 | $1,029,211 | $162,967+531.5% | $135,792+657.9% | $138,895+641.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.6%-32.6pp | 79.9%-39.9pp |
| Annual return | 19.21% | 30.08%-10.9pp | 25.96%-6.7pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,800 | $5,640-14.9% | $4,759+0.9% | $6,396-25.0% |
| Admin fee / account holder | $7,657 | $15,306-50.0% | $12,266-37.6% | $12,562-39.0% |