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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 | $523,246 | $176,071+197.2% | $159,450+228.2% | $167,497+212.4% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 14.69% | 331.79%-317.1pp | 263.60%-248.9pp | 478.62%-463.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,588 | $7,750-66.6% | $7,352-64.8% | $6,341-59.2% |
| Admin fee / account holder | $20,813 | $12,555+65.8% | $10,800+92.7% | $12,310+69.1% |