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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 | $689,460 | $87,166+691.0% | $76,735+798.5% | $137,256+402.3% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.5%-47.3pp | 80.0%-57.7pp |
| Annual return | 15.86% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $329 | $2,904-88.7% | $2,454-86.6% | $4,156-92.1% |
| Participant deferral / active EE | $6,889 | $4,726+45.8% | $4,088+68.5% | $6,407+7.5% |
| Admin fee / account holder | $3,310 | $8,403-60.6% | $7,189-54.0% | $12,270-73.0% |