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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 | $648,682 | $209,422+209.7% | $178,503+263.4% | $158,982+308.0% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 30.95% | 188.81%-157.9pp | 151.12%-120.2pp | 302.99%-272.0pp |
| Employer contribution / active EE | $275 | $5,707-95.2% | $5,011-94.5% | $4,763-94.2% |
| Participant deferral / active EE | $2,532 | $5,955-57.5% | $5,202-51.3% | $5,983-57.7% |
| Admin fee / account holder | $5,542 | $17,079-67.6% | $13,987-60.4% | $11,252-50.7% |