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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 | $489,705 | $185,312+164.3% | $161,489+203.2% | $154,746+216.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 20.34% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $676 | $4,769-85.8% | $4,268-84.2% | $4,379-84.6% |
| Participant deferral / active EE | $5,292 | $6,350-16.7% | $5,630-6.0% | $6,730-21.4% |
| Admin fee / account holder | $4,213 | $18,654-77.4% | $16,006-73.7% | $14,365-70.7% |