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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 | $474,370 | $197,603+140.1% | $177,827+166.8% | $158,950+198.4% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 16.54% | 58.76%-42.2pp | 48.32%-31.8pp | 302.91%-286.4pp |
| Employer contribution / active EE | $1,446 | $6,698-78.4% | $5,918-75.6% | $4,762-69.6% |
| Participant deferral / active EE | $6,160 | $8,404-26.7% | $7,713-20.1% | $5,983+3.0% |
| Admin fee / account holder | $33,124 | $15,402+115.1% | $12,429+166.5% | $11,248+194.5% |