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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 | $183,516+491.7% | $155,534+598.2% | $145,884+644.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $624 | $5,315-88.3% | $4,675-86.7% | $4,662-86.6% |
| Participant deferral / active EE | $22,556 | $6,467+248.8% | $5,630+300.6% | $6,690+237.2% |
| Admin fee / account holder | $142,694 | $19,293+639.6% | $15,900+797.5% | $13,392+965.5% |