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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 | $764,634 | $209,425+265.1% | $178,499+328.4% | $158,966+381.0% |
| Participation rate | 36.4% | 86.4%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 25.58% | 188.80%-163.2pp | 151.10%-125.5pp | 302.95%-277.4pp |
| Employer contribution / active EE | $1,046 | $5,707-81.7% | $5,011-79.1% | $4,762-78.0% |
| Participant deferral / active EE | $3,122 | $5,955-47.6% | $5,202-40.0% | $5,983-47.8% |
| Admin fee / account holder | $28,494 | $17,078+66.8% | $13,986+103.7% | $11,250+153.3% |