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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 | $469,739 | $183,592+155.9% | $155,574+201.9% | $145,877+222.0% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 14.12% | 61.37%-47.3pp | 64.87%-50.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $302 | $5,317-94.3% | $4,676-93.5% | $4,663-93.5% |
| Participant deferral / active EE | $6,722 | $6,466+4.0% | $5,629+19.4% | $6,691+0.5% |
| Admin fee / account holder | $18,952 | $19,316-1.9% | $15,914+19.1% | $13,402+41.4% |