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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 | $764,659 | $289,211+164.4% | $260,467+193.6% | $198,609+285.0% |
| Participation rate | 68.8% | 83.1%-14.4pp | 80.5%-11.7pp | 82.4%-13.6pp |
| Annual return | 20.24% | 112.90%-92.7pp | 100.60%-80.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,056 | $6,812+91.7% | $6,319+106.6% | $6,977+87.1% |
| Admin fee / account holder | $18,622 | $16,236+14.7% | $15,461+20.4% | $19,030-2.1% |