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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 | $699,075 | $197,625+253.7% | $177,840+293.1% | $158,966+339.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 14.75% | 58.76%-44.0pp | 48.32%-33.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,180 | $6,698-82.4% | $5,919-80.1% | $4,762-75.2% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,983+8.6% |
| Admin fee / account holder | $632 | $15,405-95.9% | $12,431-94.9% | $11,250-94.4% |