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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 | $159,978+281.9% | $147,041+315.5% | $145,978+318.6% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 19.08% | 98.36%-79.3pp | 419.21%-400.1pp | 550.52%-531.4pp |
| Employer contribution / active EE | $795 | $5,288-85.0% | $4,935-83.9% | $4,662-82.9% |
| Participant deferral / active EE | $10,983 | $8,429+30.3% | $8,071+36.1% | $6,690+64.2% |
| Admin fee / account holder | $293,898 | $15,053+1852.4% | $13,006+2159.7% | $13,400+2093.2% |