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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 | $453,295 | $176,105+157.4% | $159,474+184.2% | $167,536+170.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.55% | 331.91%-320.4pp | 263.68%-252.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,620 | $7,751-1.7% | $7,353+3.6% | $6,342+20.2% |
| Admin fee / account holder | $7,908 | $12,559-37.0% | $10,802-26.8% | $12,315-35.8% |