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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 | $1,677,872 | $124,980+1242.5% | $108,359+1448.4% | $154,746+984.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 14.71% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,882 | $4,743+87.3% | $4,137+114.7% | $6,730+32.0% |
| Admin fee / account holder | $10,112 | $11,502-12.1% | $9,741+3.8% | $14,365-29.6% |