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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 | $327,510 | $150,442+117.7% | $136,295+140.3% | $147,585+121.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 13.86% | 1049.09%-1035.2pp | 5155.97%-5142.1pp | 578.56%-564.7pp |
| Employer contribution / active EE | $736 | $5,256-86.0% | $4,695-84.3% | $4,876-84.9% |
| Participant deferral / active EE | $5,908 | $6,630-10.9% | $6,247-5.4% | $5,439+8.6% |
| Admin fee / account holder | $5,479 | $10,905-49.8% | $9,243-40.7% | $10,885-49.7% |