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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 | $627,295 | $176,120+256.2% | $159,487+293.3% | $167,553+274.4% |
| Participation rate | 36.8% | 85.0%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 15.16% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,938 | $7,752-36.3% | $7,354-32.8% | $6,343-22.1% |
| Admin fee / account holder | $66,066 | $12,561+426.0% | $10,804+511.5% | $12,316+436.4% |