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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 | $654,269 | $169,161+286.8% | $129,295+406.0% | $145,959+348.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 17.18% | 14348.07%-14330.9pp | 9429.28%-9412.1pp | 561.95%-544.8pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,433 | $4,989-51.2% | $4,169-41.7% | $6,689-63.6% |
| Admin fee / account holder | $143,481 | $9,878+1352.5% | $7,665+1771.8% | $13,398+970.9% |