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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 | $461,429 | $160,070+188.3% | $147,117+213.6% | $145,897+216.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.53% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,874 | $8,419+5.4% | $8,065+10.0% | $6,689+32.7% |
| Admin fee / account holder | $47,099 | $15,035+213.3% | $12,993+262.5% | $13,390+251.7% |