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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 | $325,647 | $160,059+103.5% | $140,019+132.6% | $135,380+140.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 13.02% | 911.48%-898.5pp | 651.17%-638.2pp | 519.81%-506.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $15,475 | $13,328+16.1% | $10,705+44.6% | $10,828+42.9% |