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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 | $743,075 | $156,398+375.1% | $147,318+404.4% | $138,895+435.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 16.45% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $687 | $4,853-85.8% | $4,593-85.0% | $4,194-83.6% |
| Participant deferral / active EE | $7,237 | $8,237-12.1% | $7,906-8.5% | $6,396+13.1% |
| Admin fee / account holder | $950 | $14,976-93.7% | $13,708-93.1% | $12,562-92.4% |