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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 | $754,181 | $201,370+274.5% | $184,256+309.3% | $145,897+416.9% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 14.01% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $589 | $7,024-91.6% | $6,427-90.8% | $4,663-87.4% |
| Participant deferral / active EE | $21,600 | $9,808+120.2% | $9,133+136.5% | $6,689+222.9% |
| Admin fee / account holder | $1,276 | $16,364-92.2% | $13,899-90.8% | $13,390-90.5% |