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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 | $484,303 | $185,312+161.3% | $161,489+199.9% | $154,746+213.0% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $651 | $4,769-86.3% | $4,268-84.7% | $4,379-85.1% |
| Participant deferral / active EE | $5,124 | $6,350-19.3% | $5,630-9.0% | $6,730-23.9% |
| Admin fee / account holder | $3,353 | $18,654-82.0% | $16,006-79.0% | $14,365-76.7% |