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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 | $160,070+419.3% | $147,117+465.1% | $145,897+469.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 132.44% | 98.69%+33.8pp | 420.54%-288.1pp | 552.29%-419.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,450 | $8,419+24.1% | $8,065+29.6% | $6,689+56.2% |
| Admin fee / account holder | $90,062 | $15,035+499.0% | $12,993+593.2% | $13,390+572.6% |