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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 | $850,554 | $175,231+385.4% | $149,696+468.2% | $139,466+509.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 43.03% | 166.77%-123.7pp | 134.46%-91.4pp | 373.66%-330.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,463 | $6,521-46.9% | $5,682-39.1% | $6,712-48.4% |
| Admin fee / account holder | $26,989 | $16,155+67.1% | $13,212+104.3% | $11,409+136.6% |