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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 | $160,070+2024.1% | $147,117+2211.2% | $145,897+2230.5% |
| Participation rate | 8.3% | 84.0%-75.7pp | 82.2%-73.9pp | 80.3%-72.0pp |
| Annual return | 25.07% | 98.69%-73.6pp | 420.54%-395.5pp | 552.29%-527.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,789 | $8,419+28.1% | $8,065+33.8% | $6,689+61.3% |
| Admin fee / account holder | $741,132 | $15,035+4829.3% | $12,993+5604.2% | $13,390+5434.8% |