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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 | $831,316 | $160,040+419.4% | $147,096+465.2% | $145,877+469.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 132.44% | 98.49%+33.9pp | 419.75%-287.3pp | 551.28%-418.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,450 | $8,429+24.0% | $8,071+29.5% | $6,691+56.2% |
| Admin fee / account holder | $90,062 | $15,050+498.4% | $13,005+592.5% | $13,402+572.0% |