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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 | $330,936 | $100,060+230.7% | $149,721+121.0% | $70,126+371.9% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 86.41% | 27.46%+58.9pp | 1501.67%-1415.3pp | 73.15%+13.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,342 | $4,982+47.4% | $6,568+11.8% | $3,332+120.4% |
| Admin fee / account holder | $11,193 | $8,285+35.1% | $11,282-0.8% | $4,645+140.9% |