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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 | $535,783 | $148,629+260.5% | $135,982+294.0% | $139,487+284.1% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 25.79% | 79.33%-53.5pp | 68.32%-42.5pp | 373.84%-348.1pp |
| Employer contribution / active EE | $737 | $5,247-86.0% | $4,859-84.8% | $4,755-84.5% |
| Participant deferral / active EE | $6,374 | $8,102-21.3% | $7,760-17.9% | $6,713-5.1% |
| Admin fee / account holder | $2,950 | $12,406-76.2% | $10,767-72.6% | $11,407-74.1% |