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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 | $3,400,092 | $159,934+2025.9% | $147,005+2212.9% | $145,959+2229.5% |
| Participation rate | 8.3% | 84.0%-75.7pp | 82.2%-73.8pp | 80.3%-72.0pp |
| Annual return | 25.07% | 98.24%-73.2pp | 418.76%-393.7pp | 561.95%-536.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,789 | $8,427+28.0% | $8,070+33.7% | $6,689+61.3% |
| Admin fee / account holder | $741,132 | $15,053+4823.4% | $13,006+5598.3% | $13,398+5431.7% |