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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 | $599,997 | $185,312+223.8% | $161,489+271.5% | $154,746+287.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $600 | $4,769-87.4% | $4,268-85.9% | $4,379-86.3% |
| Participant deferral / active EE | $6,313 | $6,350-0.6% | $5,630+12.1% | $6,730-6.2% |
| Admin fee / account holder | $138,511 | $18,654+642.5% | $16,006+765.4% | $14,365+864.2% |