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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 | $183,539+491.7% | $155,556+598.1% | $145,897+644.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.09% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $624 | $5,315-88.3% | $4,675-86.7% | $4,663-86.6% |
| Participant deferral / active EE | $22,556 | $6,467+248.8% | $5,631+300.6% | $6,689+237.2% |
| Admin fee / account holder | $142,694 | $19,275+640.3% | $15,885+798.3% | $13,390+965.6% |