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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 | $2,834,812 | $175,259+1517.5% | $149,723+1793.4% | $139,487+1932.3% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.1pp |
| Annual return | 49.96% | 166.82%-116.9pp | 134.50%-84.5pp | 373.84%-323.9pp |
| Employer contribution / active EE | $576 | $5,478-89.5% | $4,821-88.0% | $4,755-87.9% |
| Participant deferral / active EE | $4,286 | $6,522-34.3% | $5,682-24.6% | $6,713-36.2% |
| Admin fee / account holder | $23,974 | $16,158+48.4% | $13,215+81.4% | $11,407+110.2% |