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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 | $514,013 | $172,111+198.7% | $150,298+242.0% | $137,256+274.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.23% | 69.37%-51.1pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $758 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $7,913 | $6,166+28.3% | $5,453+45.1% | $6,407+23.5% |
| Admin fee / account holder | $4,100 | $16,471-75.1% | $14,116-71.0% | $12,270-66.6% |