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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 | $256,064 | $183,539+39.5% | $155,556+64.6% | $145,897+75.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 11.65% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $715 | $5,315-86.6% | $4,675-84.7% | $4,663-84.7% |
| Participant deferral / active EE | $2,066 | $6,467-68.1% | $5,631-63.3% | $6,689-69.1% |
| Admin fee / account holder | $25,763 | $19,275+33.7% | $15,885+62.2% | $13,390+92.4% |