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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 | $678,863 | $162,821+316.9% | $133,978+406.7% | $158,982+327.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 15.60% | 41.95%-26.3pp | 45.10%-29.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $846 | $4,976-83.0% | $3,919-78.4% | $4,763-82.2% |
| Participant deferral / active EE | $4,465 | $5,910-24.5% | $5,047-11.5% | $5,983-25.4% |
| Admin fee / account holder | $86,369 | $11,742+635.6% | $8,930+867.2% | $11,252+667.6% |