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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 | $704,810 | $154,228+357.0% | $145,433+384.6% | $137,256+413.5% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $625 | $4,804-87.0% | $4,554-86.3% | $4,156-85.0% |
| Participant deferral / active EE | $6,613 | $8,216-19.5% | $7,897-16.3% | $6,407+3.2% |
| Admin fee / account holder | $7,097 | $14,344-50.5% | $13,129-45.9% | $12,270-42.2% |