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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 | $744,607 | $175,231+324.9% | $149,696+397.4% | $139,466+433.9% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 28.75% | 166.77%-138.0pp | 134.46%-105.7pp | 373.66%-344.9pp |
| Employer contribution / active EE | $300 | $5,478-94.5% | $4,821-93.8% | $4,754-93.7% |
| Participant deferral / active EE | $2,438 | $6,521-62.6% | $5,682-57.1% | $6,712-63.7% |
| Admin fee / account holder | $2,212 | $16,155-86.3% | $13,212-83.3% | $11,409-80.6% |