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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 | $632,551 | $100,970+526.5% | $96,576+555.0% | $137,256+360.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 102.19% | 38.16%+64.0pp | 38.47%+63.7pp | 220.34%-118.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,000 | $8,286-39.7% | $7,956-37.2% | $6,407-22.0% |
| Admin fee / account holder | $3,088 | $11,312-72.7% | $11,381-72.9% | $12,270-74.8% |