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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 | $1,963,068 | $147,594+1230.0% | $121,871+1510.8% | $198,609+888.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.2%-13.2pp | 82.4%-22.4pp |
| Annual return | 13.36% | 12.94%+0.4pp | 13.57%-0.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,950 | $5,168+34.5% | $4,318+60.9% | $6,977-0.4% |
| Admin fee / account holder | $93,953 | $15,134+520.8% | $11,551+713.4% | $19,030+393.7% |