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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 | $551,694 | $149,778+268.3% | $118,946+363.8% | $158,966+247.1% |
| Participation rate | 22.2% | 82.1%-59.9pp | 75.4%-53.2pp | 82.0%-59.7pp |
| Annual return | 13.33% | 19.95%-6.6pp | 35.89%-22.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $746 | $4,117-81.9% | $3,263-77.1% | $4,762-84.3% |
| Participant deferral / active EE | $7,519 | $5,225+43.9% | $4,266+76.3% | $5,983+25.7% |
| Admin fee / account holder | $6,113 | $8,604-29.0% | $6,581-7.1% | $11,250-45.7% |