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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 | $185,312+230.1% | $161,489+278.8% | $154,746+295.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 19.40% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $694 | $4,769-85.4% | $4,268-83.7% | $4,379-84.1% |
| Participant deferral / active EE | $4,348 | $6,350-31.5% | $5,630-22.8% | $6,730-35.4% |
| Admin fee / account holder | $3,419 | $18,654-81.7% | $16,006-78.6% | $14,365-76.2% |