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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 | $618,791 | $102,385+504.4% | $147,080+320.7% | $80,935+664.5% |
| Participation rate | 16.4% | 75.9%-59.5pp | 82.2%-65.8pp | 67.7%-51.3pp |
| Annual return | 33.07% | 135.09%-102.0pp | 420.17%-387.1pp | 35.66%-2.6pp |
| Employer contribution / active EE | $846 | $3,717-77.2% | $4,933-82.9% | $2,757-69.3% |
| Participant deferral / active EE | $3,353 | $6,651-49.6% | $8,066-58.4% | $4,299-22.0% |
| Admin fee / account holder | $11,162 | $7,951+40.4% | $12,989-14.1% | $6,924+61.2% |