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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 | $979,680 | $183,516+433.8% | $155,534+529.9% | $145,884+571.5% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 15.44% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $944 | $5,315-82.2% | $4,675-79.8% | $4,662-79.8% |
| Participant deferral / active EE | $6,857 | $6,467+6.0% | $5,630+21.8% | $6,690+2.5% |
| Admin fee / account holder | $795 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |