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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 | $672,395 | $211,239+218.3% | $178,528+276.6% | $145,877+360.9% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 7.75% | 30.22%-22.5pp | 27.11%-19.4pp | 551.28%-543.5pp |
| Employer contribution / active EE | $180 | $4,570-96.1% | $3,950-95.4% | $4,663-96.1% |
| Participant deferral / active EE | $2,298 | $6,963-67.0% | $6,278-63.4% | $6,691-65.7% |
| Admin fee / account holder | $475 | $12,095-96.1% | $10,419-95.4% | $13,402-96.5% |