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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 | $563,200 | $157,304+258.0% | $141,197+298.9% | $152,909+268.3% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 338.89% | 64.34%+274.5pp | 71.41%+267.5pp | 345.46%-6.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,922 | $7,111-30.8% | $6,710-26.7% | $5,851-15.9% |
| Admin fee / account holder | $14,215 | $12,126+17.2% | $10,265+38.5% | $11,601+22.5% |