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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 | $757,627 | $100,060+657.2% | $149,721+406.0% | $70,126+980.4% |
| Participation rate | 68.9% | 83.6%-14.7pp | 87.1%-18.2pp | 69.5%-0.7pp |
| Annual return | 25.75% | 27.46%-1.7pp | 1501.67%-1475.9pp | 73.15%-47.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,994 | $4,982+60.5% | $6,568+21.7% | $3,332+139.9% |
| Admin fee / account holder | $30,033 | $8,285+262.5% | $11,282+166.2% | $4,645+546.5% |