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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 | $1,086,643 | $77,920+1294.6% | $149,723+625.8% | $75,177+1345.4% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 26.92% | 31.72%-4.8pp | 134.50%-107.6pp | 160.75%-133.8pp |
| Employer contribution / active EE | $273 | $3,138-91.3% | $4,821-94.3% | $2,671-89.8% |
| Participant deferral / active EE | $12,690 | $3,411+272.0% | $5,682+123.3% | $4,126+207.5% |
| Admin fee / account holder | $2,964 | $5,951-50.2% | $13,215-77.6% | $5,651-47.5% |