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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 | $160,040+2024.5% | $147,096+2211.5% | $145,877+2230.8% |
| Participation rate | 8.3% | 84.0%-75.7pp | 82.2%-73.8pp | 80.3%-72.0pp |
| Annual return | 25.07% | 98.49%-73.4pp | 419.75%-394.7pp | 551.28%-526.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,789 | $8,429+28.0% | $8,071+33.7% | $6,691+61.2% |
| Admin fee / account holder | $741,132 | $15,050+4824.5% | $13,005+5598.7% | $13,402+5429.9% |