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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 | $548,713 | $165,361+231.8% | $149,715+266.5% | $158,950+245.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 13.49% | 348.24%-334.7pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,102 | $7,182-42.9% | $6,842-40.0% | $5,983-31.4% |
| Admin fee / account holder | $93,010 | $10,808+760.6% | $9,310+899.1% | $11,248+726.9% |