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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 | $2,549,660 | $63,346+3925.0% | $92,240+2664.2% | $70,126+3535.8% |
| Participation rate | 3.1% | 68.7%-65.6pp | 76.5%-73.4pp | 69.5%-66.5pp |
| Annual return | 15.92% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $365 | $2,471-85.2% | $3,680-90.1% | $2,343-84.4% |
| Participant deferral / active EE | $1,881 | $2,854-34.1% | $3,897-51.7% | $3,332-43.5% |
| Admin fee / account holder | $19,992 | $3,841+420.5% | $5,194+284.9% | $4,645+330.3% |