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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 | $744,729 | $60,349+1134.0% | $74,184+903.9% | $62,881+1084.3% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 8.09% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $261 | $1,680-84.5% | $2,370-89.0% | $2,281-88.6% |
| Participant deferral / active EE | $3,248 | $2,856+13.7% | $3,550-8.5% | $3,203+1.4% |
| Admin fee / account holder | $78,966 | $4,261+1753.3% | $5,586+1313.7% | $4,296+1738.2% |