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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 | $2,709,033 | $77,472+3396.8% | $100,392+2598.5% | $80,935+3247.2% |
| Participation rate | 2.3% | 76.9%-74.6pp | 81.5%-79.2pp | 67.7%-65.3pp |
| Annual return | 12.41% | 37.26%-24.8pp | 49.45%-37.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $116 | $2,800-95.8% | $3,941-97.0% | $2,757-95.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $438 | $5,885-92.6% | $7,904-94.5% | $6,924-93.7% |