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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 | $1,402,903 | $171,492+718.1% | $150,734+830.7% | $198,609+606.4% |
| Participation rate | 12.5% | 81.4%-68.9pp | 78.4%-65.9pp | 82.4%-69.9pp |
| Annual return | 14.47% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,229 | $5,470-77.5% | $4,918-75.0% | $5,055-75.7% |
| Participant deferral / active EE | $3,578 | $6,259-42.8% | $5,610-36.2% | $6,977-48.7% |
| Admin fee / account holder | $8,466 | $17,628-52.0% | $14,905-43.2% | $19,030-55.5% |