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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,206 | $274,636+104.7% | $247,190+127.4% | $254,173+121.2% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 10.57% | 7.44%+3.1pp | 7.87%+2.7pp | 259.17%-248.6pp |
| Employer contribution / active EE | $41,667 | $36,975+12.7% | $31,784+31.1% | $41,471+0.5% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $18,241 | $288,252-93.7% | $240,514-92.4% | $21,502-15.2% |