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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 | $703,520 | $110,337+537.6% | $102,383+587.1% | $145,877+382.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 22.19% | 24.83%-2.6pp | 24.94%-2.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $169 | $4,216-96.0% | $3,870-95.6% | $4,663-96.4% |
| Participant deferral / active EE | $6,717 | $5,621+19.5% | $5,060+32.8% | $6,691+0.4% |
| Admin fee / account holder | $2,500 | $9,750-74.4% | $8,391-70.2% | $13,402-81.3% |