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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 | $1,354,161 | $107,353+1161.4% | $92,903+1357.6% | $152,885+785.7% |
| Participation rate | 5.9% | 79.8%-73.9pp | 76.0%-70.1pp | 82.5%-76.6pp |
| Annual return | 13.75% | 145.62%-131.9pp | 109.43%-95.7pp | 345.39%-331.6pp |
| Employer contribution / active EE | $309 | $4,222-92.7% | $3,653-91.5% | $4,763-93.5% |
| Participant deferral / active EE | $3,386 | $4,848-30.2% | $4,238-20.1% | $5,851-42.1% |
| Admin fee / account holder | $364,997 | $7,081+5054.6% | $5,795+6198.8% | $11,598+3047.0% |