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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 | $88,710+268.7% | $81,783+300.0% | $145,959+124.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 224.46% | 1027.26%-802.8pp | 775.05%-550.6pp | 561.95%-337.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,539 | $4,645+170.0% | $4,320+190.2% | $6,689+87.5% |
| Admin fee / account holder | $1,235 | $8,407-85.3% | $7,380-83.3% | $13,398-90.8% |