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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 | $211,288+163.8% | $178,540+212.2% | $145,884+282.0% |
| Participation rate | 6.3% | 80.8%-74.6pp | 77.1%-70.9pp | 80.3%-74.1pp |
| Annual return | 16.02% | 30.27%-14.3pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $146 | $4,574-96.8% | $3,953-96.3% | $4,662-96.9% |
| Participant deferral / active EE | $1,734 | $6,967-75.1% | $6,281-72.4% | $6,690-74.1% |
| Admin fee / account holder | $5,726 | $12,105-52.7% | $10,424-45.1% | $13,392-57.2% |