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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 | $486,517 | $176,120+176.2% | $159,487+205.1% | $167,553+190.4% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 17.64% | 331.95%-314.3pp | 263.71%-246.1pp | 478.89%-461.2pp |
| Employer contribution / active EE | $533 | $5,299-89.9% | $4,831-89.0% | $4,840-89.0% |
| Participant deferral / active EE | $5,030 | $7,752-35.1% | $7,354-31.6% | $6,343-20.7% |
| Admin fee / account holder | $2,797 | $12,561-77.7% | $10,804-74.1% | $12,316-77.3% |