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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 | $805,952 | $111,830+620.7% | $93,696+760.2% | $145,884+452.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 15.52% | 204.08%-188.6pp | 133.74%-118.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,500 | $4,920+52.4% | $4,417+69.8% | $6,690+12.1% |
| Admin fee / account holder | $50,000 | $10,249+387.9% | $8,287+503.4% | $13,392+273.4% |