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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,350 | $63,114+572.4% | $92,903+356.8% | $65,185+551.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 17.53% | 28.75%-11.2pp | 109.43%-91.9pp | 29.38%-11.9pp |
| Employer contribution / active EE | $384 | $2,571-85.1% | $3,653-89.5% | $2,177-82.4% |
| Participant deferral / active EE | $1,827 | $3,108-41.2% | $4,238-56.9% | $3,514-48.0% |
| Admin fee / account holder | $992 | $624+59.1% | $5,795-82.9% | $847+17.1% |