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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 | $672,072 | $172,111+290.5% | $150,298+347.2% | $137,256+389.6% |
| Participation rate | 41.2% | 81.7%-40.5pp | 77.8%-36.6pp | 80.0%-38.8pp |
| Annual return | 17.58% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $609 | $4,636-86.9% | $4,154-85.3% | $4,156-85.3% |
| Participant deferral / active EE | $2,914 | $6,166-52.7% | $5,453-46.6% | $6,407-54.5% |
| Admin fee / account holder | $5,716 | $16,471-65.3% | $14,116-59.5% | $12,270-53.4% |