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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 | $217,427+773.1% | $185,837+921.6% | $167,518+1033.3% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 88.17% | 148.39%-60.2pp | 122.08%-33.9pp | 478.71%-390.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,363 | $6,357-31.4% | $5,568-21.7% | $6,342-31.2% |
| Admin fee / account holder | $5,287 | $19,816-73.3% | $16,241-67.4% | $12,312-57.1% |