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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 | $523,397 | $183,516+185.2% | $155,534+236.5% | $145,884+258.8% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 18.56% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $195 | $5,315-96.3% | $4,675-95.8% | $4,662-95.8% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,630-22.6% | $6,690-34.9% |
| Admin fee / account holder | $5,941 | $19,293-69.2% | $15,900-62.6% | $13,392-55.6% |