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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 | $386,864 | $202,342+91.2% | $172,753+123.9% | $152,909+153.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.72% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,122 | $5,857-80.9% | $5,144-78.2% | $4,764-76.5% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $5,202 | $17,112-69.6% | $13,956-62.7% | $11,601-55.2% |