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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 | $886,336 | $201,370+340.2% | $184,256+381.0% | $145,897+507.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.05% | 29.05%-12.0pp | 28.85%-11.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $108 | $7,024-98.5% | $6,427-98.3% | $4,663-97.7% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $638 | $16,364-96.1% | $13,899-95.4% | $13,390-95.2% |