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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 | $478,712 | $198,457+141.2% | $170,435+180.9% | $147,586+224.4% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 18.86% | 257.30%-238.4pp | 205.94%-187.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,113 | $6,183-82.0% | $5,432-79.5% | $4,876-77.2% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | $1,011 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |