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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 | $450,338 | $110,410+307.9% | $102,437+339.6% | $145,897+208.7% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 9.58% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $831 | $4,217-80.3% | $3,871-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $7,218 | $5,622+28.4% | $5,060+42.6% | $6,689+7.9% |
| Admin fee / account holder | $34,953 | $9,745+258.7% | $8,388+316.7% | $13,390+161.0% |