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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 | $416,764 | $127,386+227.2% | $115,037+262.3% | $125,388+232.4% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 11.32% | 31.28%-20.0pp | 26.14%-14.8pp | 282.24%-270.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $128,058 | $6,423+1893.8% | $6,026+2025.0% | $5,352+2292.9% |
| Admin fee / account holder | $78,710 | $9,516+727.1% | $8,175+862.8% | $9,541+725.0% |