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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 | $482,062 | $160,028+201.2% | $147,080+227.8% | $145,884+230.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 23.23% | 98.60%-75.4pp | 420.17%-396.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $251 | $5,286-95.3% | $4,933-94.9% | $4,662-94.6% |
| Participant deferral / active EE | $4,284 | $8,422-49.1% | $8,066-46.9% | $6,690-36.0% |
| Admin fee / account holder | $568 | $15,030-96.2% | $12,989-95.6% | $13,392-95.8% |