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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 | $704,420 | $91,179+672.6% | $178,499+294.6% | $79,852+782.2% |
| Participation rate | 4.8% | 69.2%-64.4pp | 81.9%-77.2pp | 69.6%-64.9pp |
| Annual return | 64.40% | 24.19%+40.2pp | 151.10%-86.7pp | 31.72%+32.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,238 | $3,236-61.7% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $1,507 | $6,749-77.7% | $13,986-89.2% | $5,306-71.6% |