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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 | $478,198 | $202,342+136.3% | $172,753+176.8% | $152,909+212.7% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 31.16% | 1029.88%-998.7pp | 803.00%-771.8pp | 345.46%-314.3pp |
| Employer contribution / active EE | $400 | $5,857-93.2% | $5,144-92.2% | $4,764-91.6% |
| Participant deferral / active EE | $2,917 | $5,948-51.0% | $5,198-43.9% | $5,851-50.2% |
| Admin fee / account holder | $4,679 | $17,112-72.7% | $13,956-66.5% | $11,601-59.7% |