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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 | $587,217 | $209,425+180.4% | $178,499+229.0% | $158,966+269.4% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 12.22% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $910 | $5,707-84.1% | $5,011-81.8% | $4,762-80.9% |
| Participant deferral / active EE | $4,875 | $5,955-18.1% | $5,202-6.3% | $5,983-18.5% |
| Admin fee / account holder | $4,146 | $17,078-75.7% | $13,986-70.4% | $11,250-63.1% |