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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 | $725,459 | $209,425+246.4% | $178,499+306.4% | $158,966+356.4% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 16.84% | 188.80%-172.0pp | 151.10%-134.3pp | 302.95%-286.1pp |
| Employer contribution / active EE | $832 | $5,707-85.4% | $5,011-83.4% | $4,762-82.5% |
| Participant deferral / active EE | $6,057 | $5,955+1.7% | $5,202+16.4% | $5,983+1.2% |
| Admin fee / account holder | $5,005 | $17,078-70.7% | $13,986-64.2% | $11,250-55.5% |