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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 | $593,774 | $171,492+246.2% | $150,734+293.9% | $198,609+199.0% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 9.03% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $1,134 | $5,470-79.3% | $4,918-76.9% | $5,055-77.6% |
| Participant deferral / active EE | $7,750 | $6,259+23.8% | $5,610+38.2% | $6,977+11.1% |
| Admin fee / account holder | $2,282 | $17,628-87.1% | $14,905-84.7% | $19,030-88.0% |