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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 | $443,552 | $180,749+145.4% | $160,784+175.9% | $137,256+223.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 11.67% | 2234.46%-2222.8pp | 1803.92%-1792.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,688 | $6,844-16.9% | $6,293-9.6% | $6,407-11.2% |
| Admin fee / account holder | $75,753 | $10,397+628.6% | $9,717+679.6% | $12,270+517.4% |