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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 | $88,996+674.7% | $78,004+783.9% | $138,895+396.4% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.4%-47.2pp | 79.9%-57.7pp |
| Annual return | 15.86% | 28.03%-12.2pp | 31.07%-15.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $329 | $2,917-88.7% | $2,469-86.7% | $4,194-92.2% |
| Participant deferral / active EE | $6,889 | $4,724+45.8% | $4,092+68.4% | $6,396+7.7% |
| Admin fee / account holder | $3,310 | $8,807-62.4% | $7,578-56.3% | $12,562-73.7% |