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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 | $166,242+183.1% | $165,071+185.1% | $145,884+222.6% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 53.83% | 100.44%-46.6pp | 70.17%-16.3pp | 551.85%-498.0pp |
| Employer contribution / active EE | $872 | $5,283-83.5% | $4,347-79.9% | $4,662-81.3% |
| Participant deferral / active EE | $5,695 | $6,964-18.2% | $6,035-5.6% | $6,690-14.9% |
| Admin fee / account holder | $374 | $16,658-97.8% | $12,695-97.1% | $13,392-97.2% |