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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 | $447,584 | $100,203+346.7% | $85,240+425.1% | $145,897+206.8% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 430.35% | 84.28%+346.1pp | 66.75%+363.6pp | 552.29%-121.9pp |
| Employer contribution / active EE | $198 | $3,242-93.9% | $2,735-92.8% | $4,663-95.7% |
| Participant deferral / active EE | $4,955 | $5,299-6.5% | $4,527+9.4% | $6,689-25.9% |
| Admin fee / account holder | $500 | $7,265-93.1% | $6,165-91.9% | $13,390-96.3% |