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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 | $837,696 | $166,020+404.6% | $164,866+408.1% | $145,959+473.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.17% | 100.08%-90.9pp | 69.97%-60.8pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,080 | $5,275-79.5% | $4,343-75.1% | $4,661-76.8% |
| Participant deferral / active EE | $9,400 | $6,961+35.0% | $6,033+55.8% | $6,689+40.5% |
| Admin fee / account holder | $310,277 | $16,644+1764.2% | $12,689+2345.2% | $13,398+2215.9% |