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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 | $139,948+278.3% | $121,663+335.2% | $154,746+242.1% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 14.17% | 230.52%-216.3pp | 147.54%-133.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $463 | $3,521-86.8% | $3,020-84.7% | $4,379-89.4% |
| Participant deferral / active EE | $3,412 | $5,629-39.4% | $4,887-30.2% | $6,730-49.3% |
| Admin fee / account holder | $413 | $17,321-97.6% | $14,289-97.1% | $14,365-97.1% |