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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 | $978,239 | $201,372+385.8% | $184,260+430.9% | $145,884+570.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.26% | 29.04%-17.8pp | 28.84%-17.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $839 | $7,024-88.0% | $6,427-86.9% | $4,662-82.0% |
| Participant deferral / active EE | $3,148 | $9,808-67.9% | $9,133-65.5% | $6,690-52.9% |
| Admin fee / account holder | $4,428 | $16,362-72.9% | $13,898-68.1% | $13,392-66.9% |