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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 | $505,307 | $166,242+204.0% | $165,071+206.1% | $145,884+246.4% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.6%-55.1pp | 80.3%-56.8pp |
| Annual return | 13.73% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,849 | $6,964-16.0% | $6,035-3.1% | $6,690-12.6% |
| Admin fee / account holder | $39,917 | $16,658+139.6% | $12,695+214.4% | $13,392+198.1% |