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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 | $635,680 | $227,633+179.3% | $189,597+235.3% | $167,553+279.4% |
| Participation rate | 4.8% | 82.5%-77.7pp | 78.4%-73.7pp | 82.1%-77.4pp |
| Annual return | 22.92% | 78.45%-55.5pp | 64.20%-41.3pp | 478.89%-456.0pp |
| Employer contribution / active EE | $53 | $5,317-99.0% | $4,412-98.8% | $4,840-98.9% |
| Participant deferral / active EE | $2,456 | $7,003-64.9% | $6,174-60.2% | $6,343-61.3% |
| Admin fee / account holder | $16,000 | $11,879+34.7% | $9,807+63.1% | $12,316+29.9% |