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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 | $1,124,224 | $148,623+656.4% | $135,974+726.8% | $139,466+706.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.94% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $743 | $5,246-85.8% | $4,859-84.7% | $4,754-84.4% |
| Participant deferral / active EE | $4,058 | $8,103-49.9% | $7,760-47.7% | $6,712-39.5% |
| Admin fee / account holder | $10,236 | $12,406-17.5% | $10,767-4.9% | $11,409-10.3% |