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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 | $638,279 | $198,457+221.6% | $170,435+274.5% | $147,586+332.5% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 15.15% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,005 | $6,183-83.8% | $5,432-81.5% | $4,876-79.4% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $14,887 | $16,852-11.7% | $13,881+7.3% | $10,886+36.8% |