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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 | $628,054 | $124,980+402.5% | $108,359+479.6% | $154,746+305.9% |
| Participation rate | 5.9% | 75.2%-69.3pp | 70.1%-64.2pp | 80.7%-74.8pp |
| Annual return | 15.03% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $222 | $2,851-92.2% | $2,399-90.8% | $4,379-94.9% |
| Participant deferral / active EE | $1,824 | $4,743-61.6% | $4,137-55.9% | $6,730-72.9% |
| Admin fee / account holder | $6,947 | $11,502-39.6% | $9,741-28.7% | $14,365-51.6% |