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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 | $804,582 | $217,427+270.0% | $185,837+332.9% | $167,518+380.3% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 21.03% | 148.39%-127.4pp | 122.08%-101.1pp | 478.71%-457.7pp |
| Employer contribution / active EE | $314 | $5,874-94.6% | $5,168-93.9% | $4,838-93.5% |
| Participant deferral / active EE | $2,471 | $6,357-61.1% | $5,568-55.6% | $6,342-61.0% |
| Admin fee / account holder | $6,688 | $19,816-66.2% | $16,241-58.8% | $12,312-45.7% |