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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $962,323 | $258,723+272.0% | $247,553+288.7% | $285,997+236.5% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 17.02% | 34.49%-17.5pp | 32.33%-15.3pp | 24.44%-7.4pp |
| Employer contribution / active EE | $506,384 | $36,001+1306.6% | $33,960+1391.1% | $41,348+1124.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $2,421 | $10,641-77.2% | $10,141-76.1% | $22,013-89.0% |