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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 | $180,749+323.1% | $160,784+375.6% | $137,256+457.1% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.0%-8.2pp | 80.0%-11.2pp |
| Annual return | 20.24% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,056 | $6,844+90.8% | $6,293+107.5% | $6,407+103.8% |
| Admin fee / account holder | $18,622 | $10,397+79.1% | $9,717+91.6% | $12,270+51.8% |