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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% | $155,567+417.0% | $145,959+451.1% |
| Participation rate | 6.3% | 82.7%-76.4pp | 78.2%-71.9pp | 80.3%-74.0pp |
| Annual return | 10.63% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $548 | $5,315-89.7% | $4,674-88.3% | $4,661-88.3% |
| Participant deferral / active EE | $1,906 | $6,464-70.5% | $5,628-66.1% | $6,689-71.5% |
| Admin fee / account holder | $382,772 | $19,318+1881.4% | $15,916+2304.9% | $13,398+2757.0% |