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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 | $785,117 | $202,342+288.0% | $172,753+354.5% | $152,909+413.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 23.13% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,021 | $5,857-82.6% | $5,144-80.2% | $4,764-78.6% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $36,889 | $17,112+115.6% | $13,956+164.3% | $11,601+218.0% |