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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 | $699,632 | $96,643+623.9% | $86,617+707.7% | $139,456+401.7% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 17.56% | 106.57%-89.0pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $179,085 | $4,835+3603.9% | $4,437+3936.1% | $6,711+2568.4% |
| Admin fee / account holder | $1,350,000 | $6,406+20973.9% | $5,613+23952.5% | $11,407+11734.8% |