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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 | $211,105+164.0% | $178,449+212.3% | $145,978+281.8% |
| Participation rate | 6.3% | 80.8%-74.5pp | 77.1%-70.8pp | 80.3%-74.0pp |
| Annual return | 16.02% | 30.19%-14.2pp | 27.09%-11.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $146 | $4,569-96.8% | $3,951-96.3% | $4,662-96.9% |
| Participant deferral / active EE | $1,734 | $6,959-75.1% | $6,277-72.4% | $6,690-74.1% |
| Admin fee / account holder | $5,726 | $12,017-52.4% | $10,362-44.7% | $13,400-57.3% |