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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 | $417,208 | $80,812+416.3% | $160,784+159.5% | $82,448+406.0% |
| Participation rate | 59.8% | 66.2%-6.5pp | 77.0%-17.2pp | 68.1%-8.3pp |
| Annual return | 18.06% | 100.59%-82.5pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,104 | $4,335+86.9% | $6,293+28.8% | $4,139+95.8% |
| Admin fee / account holder | $20,449 | $7,695+165.7% | $9,717+110.4% | $7,234+182.7% |