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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 | $603,227 | $202,342+198.1% | $172,752+249.2% | $152,897+294.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 18.57% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $552 | $5,858-90.6% | $5,144-89.3% | $4,764-88.4% |
| Participant deferral / active EE | $3,809 | $5,948-36.0% | $5,198-26.7% | $5,851-34.9% |
| Admin fee / account holder | $1,431 | $17,111-91.6% | $13,955-89.7% | $11,599-87.7% |