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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 | $1,348,753 | $97,289+1286.3% | $92,805+1353.3% | $155,188+769.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 14.00% | 29.03%-15.0pp | 31.59%-17.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,333 | $8,795+17.5% | $8,448+22.3% | $6,531+58.2% |
| Admin fee / account holder | $327,243 | $12,015+2623.7% | $10,911+2899.3% | $14,480+2160.0% |