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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 | $551,602 | $165,351+233.6% | $149,710+268.4% | $158,931+247.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.25% | 348.19%-336.9pp | 276.63%-265.4pp | 302.86%-291.6pp |
| Employer contribution / active EE | $771 | $5,103-84.9% | $4,645-83.4% | $4,761-83.8% |
| Participant deferral / active EE | $2,992 | $7,181-58.3% | $6,842-56.3% | $5,982-50.0% |
| Admin fee / account holder | $2,996 | $10,807-72.3% | $9,309-67.8% | $11,247-73.4% |