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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 | $1,898,443 | $217,432+773.1% | $185,849+921.5% | $167,536+1033.2% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 88.17% | 148.42%-60.2pp | 122.10%-33.9pp | 478.82%-390.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,363 | $6,357-31.4% | $5,569-21.7% | $6,342-31.2% |
| Admin fee / account holder | $5,287 | $19,818-73.3% | $16,244-67.5% | $12,315-57.1% |