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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 | $8,598,547 | $208,088+4032.2% | $186,193+4518.1% | $154,746+5456.6% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 18.15% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,500 | $7,078-50.6% | $6,513-46.3% | $6,730-48.0% |
| Admin fee / account holder | $34,630 | $11,698+196.0% | $11,058+213.2% | $14,365+141.1% |