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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 | $715,989 | $185,312+286.4% | $161,489+343.4% | $154,746+362.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 31.00% | 103.84%-72.8pp | 89.72%-58.7pp | 172.34%-141.3pp |
| Employer contribution / active EE | $496 | $4,769-89.6% | $4,268-88.4% | $4,379-88.7% |
| Participant deferral / active EE | $3,733 | $6,350-41.2% | $5,630-33.7% | $6,730-44.5% |
| Admin fee / account holder | $5,531 | $18,654-70.4% | $16,006-65.4% | $14,365-61.5% |