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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 | $447,915 | $72,071+521.5% | $68,368+555.2% | $137,256+226.3% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.0%-72.3pp |
| Annual return | 14.40% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $935 | $4,410-78.8% | $4,123-77.3% | $6,407-85.4% |
| Admin fee / account holder | $12,069 | $5,336+126.2% | $5,150+134.3% | $12,270-1.6% |