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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 | $711,779 | $156,398+355.1% | $147,318+383.2% | $138,895+412.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 26.71% | 78.75%-52.0pp | 70.43%-43.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $520 | $4,853-89.3% | $4,593-88.7% | $4,194-87.6% |
| Participant deferral / active EE | $11,050 | $8,237+34.1% | $7,906+39.8% | $6,396+72.8% |
| Admin fee / account holder | $1,925 | $14,976-87.1% | $13,708-86.0% | $12,562-84.7% |