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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 | $624,848 | $201,370+210.3% | $184,256+239.1% | $145,897+328.3% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 19.71% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.6pp |
| Employer contribution / active EE | $309 | $7,024-95.6% | $6,427-95.2% | $4,663-93.4% |
| Participant deferral / active EE | $14,907 | $9,808+52.0% | $9,133+63.2% | $6,689+122.8% |
| Admin fee / account holder | $5,325 | $16,364-67.5% | $13,899-61.7% | $13,390-60.2% |