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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 | $106,974+1735.1% | $90,796+2062.1% | $138,895+1313.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.5%-9.5pp | 79.9%-19.9pp |
| Annual return | 13.36% | 20.10%-6.7pp | 19.29%-5.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,950 | $4,455+56.0% | $3,822+81.9% | $6,396+8.7% |
| Admin fee / account holder | $93,953 | $8,626+989.2% | $7,024+1237.7% | $12,562+647.9% |