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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 | $296,879 | $183,988+61.4% | $162,177+83.1% | $152,897+94.2% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 23.92% | 150.79%-126.9pp | 115.60%-91.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,676 | $8,032+20.5% | $7,297+32.6% | $5,851+65.4% |
| Admin fee / account holder | $50,498 | $13,123+284.8% | $10,843+365.7% | $11,599+335.4% |