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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 | $654,977 | $165,381+296.0% | $149,730+337.4% | $158,966+312.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.61% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.3pp |
| Employer contribution / active EE | $613 | $5,104-88.0% | $4,645-86.8% | $4,762-87.1% |
| Participant deferral / active EE | $5,888 | $7,182-18.0% | $6,843-14.0% | $5,983-1.6% |
| Admin fee / account holder | $8,358 | $10,809-22.7% | $9,310-10.2% | $11,250-25.7% |