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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 | $1,655,232 | $160,040+934.3% | $147,096+1025.3% | $145,877+1034.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.25% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $607 | $5,289-88.5% | $4,936-87.7% | $4,663-87.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $58,457 | $15,050+288.4% | $13,005+349.5% | $13,402+336.2% |