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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 | $506,020 | $112,729+348.9% | $98,716+412.6% | $137,256+268.7% |
| Participation rate | 6.3% | 74.2%-68.0pp | 69.3%-63.0pp | 80.0%-73.7pp |
| Annual return | 16.51% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $234 | $2,725-91.4% | $2,279-89.7% | $4,156-94.4% |
| Participant deferral / active EE | $1,938 | $4,640-58.2% | $4,048-52.1% | $6,407-69.8% |
| Admin fee / account holder | $250,120 | $10,129+2369.5% | $8,703+2774.0% | $12,270+1938.4% |