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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 | $804,347 | $183,592+338.1% | $155,574+417.0% | $145,877+451.4% |
| Participation rate | 6.3% | 82.7%-76.4pp | 78.2%-72.0pp | 80.3%-74.1pp |
| Annual return | 10.63% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $548 | $5,317-89.7% | $4,676-88.3% | $4,663-88.3% |
| Participant deferral / active EE | $1,906 | $6,466-70.5% | $5,629-66.1% | $6,691-71.5% |
| Admin fee / account holder | $382,772 | $19,316+1881.6% | $15,914+2305.2% | $13,402+2756.0% |