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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 | $406,003 | $209,847+93.5% | $189,520+114.2% | $167,518+142.4% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 16.90% | 748.45%-731.5pp | 555.25%-538.3pp | 478.71%-461.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,855 | $8,934-0.9% | $8,220+7.7% | $6,342+39.6% |
| Admin fee / account holder | $4,539 | $14,295-68.3% | $12,046-62.3% | $12,312-63.1% |