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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 | $263,246 | $154,209+70.7% | $130,062+102.4% | $139,487+88.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 13.12% | 32.52%-19.4pp | -137.37%+150.5pp | 373.84%-360.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,837 | $6,709-13.0% | $5,821+0.3% | $6,713-13.0% |
| Admin fee / account holder | $97,654 | $13,988+598.1% | $10,601+821.2% | $11,407+756.1% |