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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 | $499,886 | $209,336+138.8% | $197,124+153.6% | $137,256+264.2% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 16.49% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,180 | $6,591-82.1% | $6,227-81.0% | $4,156-71.6% |
| Participant deferral / active EE | $11,265 | $9,614+17.2% | $9,135+23.3% | $6,407+75.8% |
| Admin fee / account holder | $6,474 | $17,308-62.6% | $16,298-60.3% | $12,270-47.2% |