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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 | $1,241,731 | $60,349+1957.6% | $74,184+1573.9% | $62,881+1874.7% |
| Participation rate | 2.9% | 72.7%-69.8pp | 76.6%-73.7pp | 69.3%-66.4pp |
| Annual return | 7.78% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $303 | $1,680-82.0% | $2,370-87.2% | $2,281-86.7% |
| Participant deferral / active EE | $2,651 | $2,856-7.2% | $3,550-25.3% | $3,203-17.2% |
| Admin fee / account holder | $9,437 | $4,261+121.5% | $5,586+69.0% | $4,296+119.7% |