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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 | $1,636,369 | $167,353+877.8% | $143,797+1038.0% | $134,545+1116.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | 2.99% | 0.48%+2.5pp | -0.04%+3.0pp | 418.37%-415.4pp |
| Employer contribution / active EE | $169 | $5,620-97.0% | $4,952-96.6% | $4,742-96.4% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.7% |
| Admin fee / account holder | $32,322 | $18,096+78.6% | $14,679+120.2% | $11,431+182.8% |