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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 | $412,812 | $209,425+97.1% | $178,499+131.3% | $158,966+159.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.04% | 188.80%-180.8pp | 151.10%-143.1pp | 302.95%-294.9pp |
| Employer contribution / active EE | $472 | $5,707-91.7% | $5,011-90.6% | $4,762-90.1% |
| Participant deferral / active EE | $9,570 | $5,955+60.7% | $5,202+84.0% | $5,983+60.0% |
| Admin fee / account holder | $13,570 | $17,078-20.5% | $13,986-3.0% | $11,250+20.6% |