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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 | $490,628 | $183,592+167.2% | $155,574+215.4% | $145,877+236.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.46% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $893 | $5,317-83.2% | $4,676-80.9% | $4,663-80.8% |
| Participant deferral / active EE | $6,600 | $6,466+2.1% | $5,629+17.2% | $6,691-1.4% |
| Admin fee / account holder | $3,219 | $19,316-83.3% | $15,914-79.8% | $13,402-76.0% |