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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 | $611,645 | $172,111+255.4% | $150,298+307.0% | $137,256+345.6% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 19.40% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $694 | $4,636-85.0% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $4,348 | $6,166-29.5% | $5,453-20.3% | $6,407-32.1% |
| Admin fee / account holder | $3,419 | $16,471-79.2% | $14,116-75.8% | $12,270-72.1% |