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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 | $208,088+267.5% | $186,193+310.7% | $154,746+394.1% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.1%-8.4pp | 80.7%-12.0pp |
| Annual return | 20.24% | 89.97%-69.7pp | 78.03%-57.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,056 | $7,078+84.5% | $6,513+100.5% | $6,730+94.0% |
| Admin fee / account holder | $18,622 | $11,698+59.2% | $11,058+68.4% | $14,365+29.6% |