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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 | $851,544 | $162,136+425.2% | $152,301+459.1% | $154,746+450.3% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 19.89% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $839 | $4,890-82.8% | $4,624-81.9% | $4,379-80.8% |
| Participant deferral / active EE | $7,586 | $8,341-9.1% | $8,004-5.2% | $6,730+12.7% |
| Admin fee / account holder | $4,521 | $15,759-71.3% | $14,398-68.6% | $14,365-68.5% |