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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 | $538,396 | $217,432+147.6% | $185,851+189.7% | $167,553+221.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.66% | 148.43%-136.8pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,000 | $6,357+41.6% | $5,569+61.6% | $6,343+41.9% |
| Admin fee / account holder | $7,838 | $19,820-60.5% | $16,245-51.8% | $12,316-36.4% |