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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 | $649,659 | $154,228+321.2% | $145,433+346.7% | $137,256+373.3% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $317 | $4,804-93.4% | $4,554-93.0% | $4,156-92.4% |
| Participant deferral / active EE | $5,792 | $8,216-29.5% | $7,897-26.7% | $6,407-9.6% |
| Admin fee / account holder | $3,242 | $14,344-77.4% | $13,129-75.3% | $12,270-73.6% |