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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 | $442,126 | $171,867+157.2% | $149,721+195.3% | $147,586+199.6% |
| Participation rate | 16.7% | 88.2%-71.5pp | 87.1%-70.4pp | 82.8%-66.2pp |
| Annual return | 12.26% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,103 | $6,275-82.4% | $5,444-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $4,011 | $7,270-44.8% | $6,568-38.9% | $5,439-26.3% |
| Admin fee / account holder | $4,620 | $13,799-66.5% | $11,282-59.1% | $10,886-57.6% |