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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 | $111,814+302.8% | $103,374+335.6% | $145,959+208.5% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $831 | $4,214-80.3% | $3,869-78.5% | $4,661-82.2% |
| Participant deferral / active EE | $7,218 | $5,618+28.5% | $5,058+42.7% | $6,689+7.9% |
| Admin fee / account holder | $34,953 | $9,754+258.3% | $8,394+316.4% | $13,398+160.9% |