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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 | $1,002,866 | $156,398+541.2% | $147,318+580.7% | $138,895+622.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.23% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $700 | $4,853-85.6% | $4,593-84.8% | $4,194-83.3% |
| Participant deferral / active EE | $15,499 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $508,761 | $14,976+3297.2% | $13,708+3611.5% | $12,562+3949.9% |