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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 | $589,011 | $100,895+483.8% | $90,430+551.3% | $158,950+270.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 24.13% | 1725.54%-1701.4pp | 1293.73%-1269.6pp | 302.91%-278.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,500 | $4,347+49.5% | $3,963+64.0% | $5,983+8.6% |
| Admin fee / account holder | $10,391 | $6,505+59.7% | $5,613+85.1% | $11,248-7.6% |