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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 | $470,590 | $166,268+183.0% | $165,100+185.0% | $145,897+222.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 53.83% | 100.52%-46.7pp | 70.21%-16.4pp | 552.29%-498.5pp |
| Employer contribution / active EE | $872 | $5,284-83.5% | $4,348-79.9% | $4,663-81.3% |
| Participant deferral / active EE | $5,695 | $6,964-18.2% | $6,035-5.6% | $6,689-14.9% |
| Admin fee / account holder | $374 | $16,659-97.8% | $12,696-97.1% | $13,390-97.2% |