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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 | $305,889 | $106,008+188.6% | $92,240+231.6% | $147,586+107.3% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 13.28% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,449 | $4,478-67.7% | $3,897-62.8% | $5,439-73.4% |
| Admin fee / account holder | $1,821 | $6,333-71.2% | $5,194-64.9% | $10,886-83.3% |