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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 | $1,044,677 | $175,231+496.2% | $149,696+597.9% | $139,466+649.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.28% | 166.77%-147.5pp | 134.46%-115.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $800 | $5,478-85.4% | $4,821-83.4% | $4,754-83.2% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $39,668 | $16,155+145.5% | $13,212+200.2% | $11,409+247.7% |