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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 | $635,727 | $54,320+1070.3% | $67,653+839.7% | $52,331+1114.8% |
| Participation rate | 11.0% | 73.6%-62.6pp | 75.7%-64.7pp | 68.1%-57.1pp |
| Annual return | -0.45% | 6.81%-7.3pp | 6625.22%-6625.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $77 | $1,544-95.0% | $2,266-96.6% | $1,882-95.9% |
| Participant deferral / active EE | $4,010 | $2,950+35.9% | $3,560+12.7% | $3,022+32.7% |
| Admin fee / account holder | $14,775 | $527+2705.8% | $4,821+206.5% | $592+2397.5% |