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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 | $181,062+271.2% | $158,223+324.8% | $155,188+333.1% |
| Participation rate | 41.2% | 82.7%-41.5pp | 79.2%-38.0pp | 80.8%-39.6pp |
| Annual return | 17.58% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $609 | $4,565-86.7% | $4,109-85.2% | $4,248-85.7% |
| Participant deferral / active EE | $2,914 | $6,134-52.5% | $5,467-46.7% | $6,531-55.4% |
| Admin fee / account holder | $5,716 | $18,825-69.6% | $16,047-64.4% | $14,480-60.5% |