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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 | $759,735 | $165,381+359.4% | $149,730+407.4% | $158,966+377.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 15.28% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,624 | $7,182-7.8% | $6,843-3.2% | $5,983+10.7% |
| Admin fee / account holder | $7,763 | $10,809-28.2% | $9,310-16.6% | $11,250-31.0% |