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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 | $321,033 | $202,342+58.7% | $172,752+85.8% | $152,897+110.0% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 16.46% | 1029.83%-1013.4pp | 802.97%-786.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $741 | $5,858-87.4% | $5,144-85.6% | $4,764-84.4% |
| Participant deferral / active EE | $3,293 | $5,948-44.6% | $5,198-36.6% | $5,851-43.7% |
| Admin fee / account holder | $1,618 | $17,111-90.5% | $13,955-88.4% | $11,599-86.1% |