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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $1,073,161 | $628,955+70.6% | $628,955+70.6% | $339,457+216.1% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 43.9%-43.9pp |
| Annual return | 3.84% | 8.11%-4.3pp | 8.13%-4.3pp | 13.05%-9.2pp |
| Employer contribution / active EE | $147,672 | $43,861+236.7% | $42,674+246.0% | $37,651+292.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $72,075 | $12,760+464.9% | $12,760+464.9% | $31,074+131.9% |