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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 | $526,976 | $102,696+413.1% | $86,235+511.1% | $139,487+277.8% |
| Participation rate | 13.0% | 74.5%-61.5pp | 69.0%-55.9pp | 80.3%-67.3pp |
| Annual return | 10.67% | 1925.91%-1915.2pp | 1170.03%-1159.4pp | 373.84%-363.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,395 | $4,679-70.2% | $3,987-65.0% | $6,713-79.2% |
| Admin fee / account holder | $347,456 | $8,667+3909.0% | $6,856+4968.2% | $11,407+2945.9% |