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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 | $166,089+404.4% | $164,928+407.9% | $145,978+473.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.17% | 100.26%-91.1pp | 70.08%-60.9pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,080 | $5,276-79.5% | $4,343-75.1% | $4,662-76.8% |
| Participant deferral / active EE | $9,400 | $6,961+35.0% | $6,034+55.8% | $6,690+40.5% |
| Admin fee / account holder | $310,277 | $16,641+1764.6% | $12,684+2346.1% | $13,400+2215.4% |