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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 | $514,789 | $154,228+233.8% | $145,433+254.0% | $137,256+275.1% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $734 | $4,804-84.7% | $4,554-83.9% | $4,156-82.3% |
| Participant deferral / active EE | $3,930 | $8,216-52.2% | $7,897-50.2% | $6,407-38.7% |
| Admin fee / account holder | $34,466 | $14,344+140.3% | $13,129+162.5% | $12,270+180.9% |