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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 | $596,859 | $139,948+326.5% | $121,663+390.6% | $154,746+285.7% |
| Participation rate | 23.5% | 78.0%-54.5pp | 74.5%-51.0pp | 80.7%-57.2pp |
| Annual return | 13.51% | 230.52%-217.0pp | 147.54%-134.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $657 | $3,521-81.3% | $3,020-78.2% | $4,379-85.0% |
| Participant deferral / active EE | $4,944 | $5,629-12.2% | $4,887+1.2% | $6,730-26.5% |
| Admin fee / account holder | $4,145 | $17,321-76.1% | $14,289-71.0% | $14,365-71.1% |