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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 | $483,140 | $183,516+163.3% | $155,534+210.6% | $145,884+231.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.03% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $825 | $5,315-84.5% | $4,675-82.3% | $4,662-82.3% |
| Participant deferral / active EE | $3,768 | $6,467-41.7% | $5,630-33.1% | $6,690-43.7% |
| Admin fee / account holder | $19,608 | $19,293+1.6% | $15,900+23.3% | $13,392+46.4% |