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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 | $379,767 | $43,344+776.2% | $59,899+534.0% | $64,173+491.8% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 7.43% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $79 | $2,030-96.1% | $2,723-97.1% | $2,381-96.7% |
| Participant deferral / active EE | $1,923 | $2,547-24.5% | $3,402-43.5% | $3,470-44.6% |
| Admin fee / account holder | $49,953 | $3,008+1560.6% | $3,592+1290.6% | $4,887+922.1% |