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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 | $322,803 | $168,626+91.4% | $133,698+141.4% | $145,897+121.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 12.31% | 1168.99%-1156.7pp | 580.90%-568.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,006 | $8,688+38.2% | $7,016+71.1% | $6,689+79.5% |
| Admin fee / account holder | $28,944 | $9,638+200.3% | $6,703+331.8% | $13,390+116.2% |