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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 | $558,058 | $106,280+425.1% | $96,538+478.1% | $139,487+300.1% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 30.39% | 38.48%-8.1pp | 35.74%-5.3pp | 373.84%-343.5pp |
| Employer contribution / active EE | $166 | $4,107-96.0% | $3,740-95.6% | $4,755-96.5% |
| Participant deferral / active EE | $6,600 | $5,457+21.0% | $4,880+35.2% | $6,713-1.7% |
| Admin fee / account holder | $2,500 | $7,888-68.3% | $6,737-62.9% | $11,407-78.1% |