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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 | $902,336 | $202,342+345.9% | $172,753+422.3% | $152,909+490.1% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 55.75% | 1029.88%-974.1pp | 803.00%-747.2pp | 345.46%-289.7pp |
| Employer contribution / active EE | $466 | $5,857-92.0% | $5,144-90.9% | $4,764-90.2% |
| Participant deferral / active EE | $2,440 | $5,948-59.0% | $5,198-53.1% | $5,851-58.3% |
| Admin fee / account holder | $4,009 | $17,112-76.6% | $13,956-71.3% | $11,601-65.4% |