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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 | $393,925 | $125,184+214.7% | $105,607+273.0% | $145,884+170.0% |
| Participation rate | 15.4% | 77.6%-62.3pp | 75.3%-59.9pp | 80.3%-64.9pp |
| Annual return | 18.27% | 225.00%-206.7pp | 116.11%-97.8pp | 551.85%-533.6pp |
| Employer contribution / active EE | $498 | $3,720-86.6% | $3,167-84.3% | $4,662-89.3% |
| Participant deferral / active EE | $4,802 | $5,714-16.0% | $5,011-4.2% | $6,690-28.2% |
| Admin fee / account holder | $2,048 | $17,133-88.0% | $10,958-81.3% | $13,392-84.7% |