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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 | $7,268,754 | $211,224+3341.2% | $178,505+3972.0% | $145,897+4882.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 9.85% | 30.28%-20.4pp | 27.16%-17.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,800 | $6,966-59.8% | $6,280-55.4% | $6,689-58.1% |
| Admin fee / account holder | $53,826 | $12,109+344.5% | $10,428+416.2% | $13,390+302.0% |