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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 | $990,656 | $172,111+475.6% | $150,298+559.1% | $137,256+621.8% |
| Participation rate | 11.1% | 81.7%-70.6pp | 77.8%-66.6pp | 80.0%-68.8pp |
| Annual return | 13.21% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $418 | $4,636-91.0% | $4,154-89.9% | $4,156-90.0% |
| Participant deferral / active EE | $3,444 | $6,166-44.1% | $5,453-36.8% | $6,407-46.2% |
| Admin fee / account holder | $743 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |