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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 | $836,393 | $138,078+505.7% | $125,363+567.2% | $134,509+521.8% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -18.46% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $479 | $5,245-90.9% | $4,815-90.1% | $4,741-89.9% |
| Participant deferral / active EE | $14,023 | $7,800+79.8% | $7,447+88.3% | $6,400+119.1% |
| Admin fee / account holder | $8,654 | $11,566-25.2% | $10,005-13.5% | $11,427-24.3% |