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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 | $142,354+271.9% | $125,529+321.8% | $155,188+241.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 74.7%-41.4pp | 80.8%-47.5pp |
| Annual return | 14.17% | 306.06%-291.9pp | 202.56%-188.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $463 | $3,501-86.8% | $3,058-84.9% | $4,248-89.1% |
| Participant deferral / active EE | $3,412 | $5,491-37.9% | $4,813-29.1% | $6,531-47.8% |
| Admin fee / account holder | $413 | $19,392-97.9% | $16,298-97.5% | $14,480-97.1% |