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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 | $266,817 | $180,459+47.9% | $154,108+73.1% | $135,380+97.1% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -8.27% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $667 | $6,035-89.0% | $5,298-87.4% | $4,779-86.0% |
| Participant deferral / active EE | $3,000 | $5,806-48.3% | $5,081-41.0% | $5,609-46.5% |
| Admin fee / account holder | $2,655 | $16,145-83.6% | $13,411-80.2% | $10,828-75.5% |