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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 | $185,312+262.7% | $161,489+316.2% | $154,746+334.3% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.7%-37.5pp | 80.7%-39.5pp |
| Annual return | 17.58% | 103.84%-86.3pp | 89.72%-72.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $609 | $4,769-87.2% | $4,268-85.7% | $4,379-86.1% |
| Participant deferral / active EE | $2,914 | $6,350-54.1% | $5,630-48.2% | $6,730-56.7% |
| Admin fee / account holder | $5,716 | $18,654-69.4% | $16,006-64.3% | $14,365-60.2% |