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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 | $434,104 | $112,131+287.1% | $95,964+352.4% | $158,982+173.1% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 27.40% | 171.19%-143.8pp | 91.64%-64.2pp | 302.99%-275.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,983 | $4,784+25.1% | $4,167+43.6% | $5,9830% |
| Admin fee / account holder | $162,214 | $10,136+1500.4% | $6,797+2286.5% | $11,252+1341.7% |