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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 | $1,085,914 | $183,592+491.5% | $155,574+598.0% | $145,877+644.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.09% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $624 | $5,317-88.3% | $4,676-86.7% | $4,663-86.6% |
| Participant deferral / active EE | $22,556 | $6,466+248.8% | $5,629+300.7% | $6,691+237.1% |
| Admin fee / account holder | $142,694 | $19,316+638.7% | $15,914+796.6% | $13,402+964.7% |