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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 | $842,042 | $81,870+928.5% | $119,622+603.9% | $68,486+1129.5% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -15.33% | -23.82%+8.5pp | -14.98%-0.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,050 | $4,148-26.5% | $5,601-45.5% | $4,028-24.3% |
| Admin fee / account holder | $8,068 | $6,583+22.6% | $10,328-21.9% | $5,404+49.3% |