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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 | $372,398 | $115,917+221.3% | $100,535+270.4% | $158,982+134.2% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 25.43% | 34.80%-9.4pp | 30.90%-5.5pp | 302.99%-277.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $21,903 | $6,677+228.1% | $6,271+249.3% | $5,983+266.1% |
| Admin fee / account holder | $121,012 | $11,002+999.9% | $8,085+1396.8% | $11,252+975.5% |