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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 | $1,932,857 | $167,353+1055.0% | $143,797+1244.2% | $134,545+1336.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -7.41% | 0.48%-7.9pp | -0.04%-7.4pp | 418.37%-425.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,250 | $6,447-49.6% | $5,638-42.4% | $6,401-49.2% |
| Admin fee / account holder | $1,771 | $18,096-90.2% | $14,679-87.9% | $11,431-84.5% |