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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 | $371,965 | $150,447+147.2% | $136,298+172.9% | $147,586+152.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.84% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,625 | $6,631-15.2% | $6,247-10.0% | $5,439+3.4% |
| Admin fee / account holder | $78,767 | $10,906+622.2% | $9,244+752.1% | $10,886+623.6% |