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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 | $557,333 | $210,698+164.5% | $178,014+213.1% | $145,959+281.8% |
| Participation rate | 6.3% | 80.8%-74.5pp | 77.1%-70.8pp | 80.3%-74.0pp |
| Annual return | 16.02% | 386.27%-370.3pp | 294.80%-278.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $146 | $4,567-96.8% | $3,950-96.3% | $4,661-96.9% |
| Participant deferral / active EE | $1,734 | $6,958-75.1% | $6,276-72.4% | $6,689-74.1% |
| Admin fee / account holder | $5,726 | $12,016-52.3% | $10,362-44.7% | $13,398-57.3% |