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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 | $327,110 | $88,754+268.6% | $81,820+299.8% | $145,877+124.2% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 224.46% | 1031.77%-807.3pp | 777.93%-553.5pp | 551.28%-326.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,539 | $4,648+169.8% | $4,323+190.1% | $6,691+87.4% |
| Admin fee / account holder | $1,235 | $8,424-85.3% | $7,391-83.3% | $13,402-90.8% |