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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 | $1,317,605 | $73,848+1684.2% | $143,799+816.3% | $68,486+1823.9% |
| Participation rate | 4.1% | 66.7%-62.6pp | 80.3%-76.2pp | 67.9%-63.8pp |
| Annual return | 55.30% | 0.91%+54.4pp | -0.04%+55.3pp | -7.85%+63.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,102 | $3,385-67.4% | $5,638-80.5% | $4,028-72.6% |
| Admin fee / account holder | $2,174 | $5,755-62.2% | $14,677-85.2% | $5,404-59.8% |