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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 | $651,967 | $254,759+155.9% | $216,567+201.0% | $198,609+228.3% |
| Participation rate | 36.4% | 84.5%-48.2pp | 81.6%-45.3pp | 82.4%-46.0pp |
| Annual return | 13.42% | 10.04%+3.4pp | 12.94%+0.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,252 | $6,096-79.5% | $5,216-76.0% | $5,055-75.2% |
| Participant deferral / active EE | $3,236 | $6,948-53.4% | $6,191-47.7% | $6,977-53.6% |
| Admin fee / account holder | $51,150 | $26,311+94.4% | $21,981+132.7% | $19,030+168.8% |