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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 | $472,580 | $148,582+218.1% | $135,942+247.6% | $139,456+238.9% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 21.48% | 79.26%-57.8pp | 68.28%-46.8pp | 373.45%-352.0pp |
| Employer contribution / active EE | $426 | $5,245-91.9% | $4,858-91.2% | $4,753-91.0% |
| Participant deferral / active EE | $6,667 | $8,101-17.7% | $7,759-14.1% | $6,711-0.7% |
| Admin fee / account holder | $20,445 | $12,402+64.8% | $10,764+89.9% | $11,407+79.2% |