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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 | $389,380 | $109,863+254.4% | $98,477+295.4% | $167,518+132.4% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 41.65% | 1958.09%-1916.4pp | 1493.59%-1451.9pp | 478.71%-437.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,307 | $4,673+13.6% | $4,276+24.1% | $6,342-16.3% |
| Admin fee / account holder | $13,860 | $6,755+105.2% | $5,951+132.9% | $12,312+12.6% |