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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 | $166,020+183.5% | $164,866+185.4% | $145,959+222.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 53.83% | 100.08%-46.3pp | 69.97%-16.1pp | 561.95%-508.1pp |
| Employer contribution / active EE | $872 | $5,275-83.5% | $4,343-79.9% | $4,661-81.3% |
| Participant deferral / active EE | $5,695 | $6,961-18.2% | $6,033-5.6% | $6,689-14.9% |
| Admin fee / account holder | $374 | $16,644-97.8% | $12,689-97.1% | $13,398-97.2% |