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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 | $541,699 | $183,539+195.1% | $155,556+248.2% | $145,897+271.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 21.41% | 61.31%-39.9pp | 64.84%-43.4pp | 552.29%-530.9pp |
| Employer contribution / active EE | $466 | $5,315-91.2% | $4,675-90.0% | $4,663-90.0% |
| Participant deferral / active EE | $7,067 | $6,467+9.3% | $5,631+25.5% | $6,689+5.6% |
| Admin fee / account holder | $5,878 | $19,275-69.5% | $15,885-63.0% | $13,390-56.1% |