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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 | $618,419 | $226,135+173.5% | $182,558+238.8% | $152,909+304.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 70.84% | 192.60%-121.8pp | 148.59%-77.8pp | 345.46%-274.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,467 | $6,371+95.7% | $5,526+125.6% | $5,851+113.1% |
| Admin fee / account holder | $9,617 | $10,707-10.2% | $8,594+11.9% | $11,601-17.1% |