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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 | $3,314,418 | $217,432+1424.3% | $185,849+1683.4% | $167,536+1878.3% |
| Participation rate | 16.7% | 86.1%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 43.70% | 148.42%-104.7pp | 122.10%-78.4pp | 478.82%-435.1pp |
| Employer contribution / active EE | $521 | $5,875-91.1% | $5,169-89.9% | $4,839-89.2% |
| Participant deferral / active EE | $2,728 | $6,357-57.1% | $5,569-51.0% | $6,342-57.0% |
| Admin fee / account holder | $17,391 | $19,818-12.2% | $16,244+7.1% | $12,315+41.2% |