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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 | $1,173,539 | $57,352+1946.2% | $83,831+1299.9% | $64,173+1728.7% |
| Participation rate | 0.0% | 68.6%-68.6pp | 76.1%-76.1pp | 69.6%-69.6pp |
| Annual return | -0.17% | 11.38%-11.6pp | 850.99%-851.2pp | 7.63%-7.8pp |
| Employer contribution / active EE | $25 | $2,546-99.0% | $3,631-99.3% | $2,381-98.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,012 | $4,046+444.0% | $5,479+301.8% | $4,887+350.4% |