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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 | $931,126 | $160,070+481.7% | $147,117+532.9% | $145,897+538.2% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 51.49% | 98.69%-47.2pp | 420.54%-369.0pp | 552.29%-500.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,834 | $8,419-66.3% | $8,065-64.9% | $6,689-57.6% |
| Admin fee / account holder | $89,471 | $15,035+495.1% | $12,993+588.6% | $13,390+568.2% |