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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 | $348,786 | $202,342+72.4% | $172,752+101.9% | $152,897+128.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.51% | 1029.83%-1009.3pp | 802.97%-782.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,138 | $5,858-80.6% | $5,144-77.9% | $4,764-76.1% |
| Participant deferral / active EE | $4,336 | $5,948-27.1% | $5,198-16.6% | $5,851-25.9% |
| Admin fee / account holder | $97,322 | $17,111+468.8% | $13,955+597.4% | $11,599+739.0% |