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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 | $596,225 | $227,566+162.0% | $189,558+214.5% | $167,518+255.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.5%-35.6pp | 82.1%-39.3pp |
| Annual return | 11.64% | 78.43%-66.8pp | 64.19%-52.5pp | 478.71%-467.1pp |
| Employer contribution / active EE | $174 | $5,316-96.7% | $4,412-96.0% | $4,838-96.4% |
| Participant deferral / active EE | $2,418 | $7,002-65.5% | $6,174-60.8% | $6,342-61.9% |
| Admin fee / account holder | $3,105 | $11,881-73.9% | $9,809-68.3% | $12,312-74.8% |