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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 | $639,261 | $176,105+263.0% | $159,474+300.9% | $167,536+281.6% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 21.24% | 331.91%-310.7pp | 263.68%-242.4pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,108 | $7,751-34.1% | $7,353-30.5% | $6,342-19.5% |
| Admin fee / account holder | $171,635 | $12,559+1266.6% | $10,802+1488.9% | $12,315+1293.8% |