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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 | $611,013 | $160,028+281.8% | $147,080+315.4% | $145,884+318.8% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 19.08% | 98.60%-79.5pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $795 | $5,286-85.0% | $4,933-83.9% | $4,662-82.9% |
| Participant deferral / active EE | $10,983 | $8,422+30.4% | $8,066+36.2% | $6,690+64.2% |
| Admin fee / account holder | $293,898 | $15,030+1855.4% | $12,989+2162.7% | $13,392+2094.6% |