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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 | $647,483 | $169,336+282.4% | $129,384+400.4% | $145,884+343.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.46% | 14408.70%-14397.2pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,000 | $4,985+200.9% | $4,166+260.1% | $6,690+124.2% |
| Admin fee / account holder | $7,223 | $9,912-27.1% | $7,686-6.0% | $13,392-46.1% |