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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 | $529,446 | $132,634+299.2% | $115,768+357.3% | $137,256+285.7% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 14.17% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $463 | $3,360-86.2% | $2,940-84.2% | $4,156-88.9% |
| Participant deferral / active EE | $3,412 | $5,619-39.3% | $4,917-30.6% | $6,407-46.7% |
| Admin fee / account holder | $413 | $15,028-97.3% | $12,439-96.7% | $12,270-96.6% |