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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 | $201,344+274.6% | $184,243+309.3% | $145,877+417.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 14.01% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $589 | $7,022-91.6% | $6,427-90.8% | $4,663-87.4% |
| Participant deferral / active EE | $21,600 | $9,807+120.3% | $9,132+136.5% | $6,691+222.8% |
| Admin fee / account holder | $1,276 | $16,382-92.2% | $13,914-90.8% | $13,402-90.5% |