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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 | $557,467 | $211,288+163.8% | $178,540+212.2% | $145,884+282.1% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 17.59% | 30.27%-12.7pp | 27.15%-9.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,751 | $6,967+154.8% | $6,281+182.6% | $6,690+165.3% |
| Admin fee / account holder | $20,324 | $12,105+67.9% | $10,424+95.0% | $13,392+51.8% |