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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 | $181,062+231.4% | $158,223+279.2% | $155,188+286.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 16.29% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $600 | $4,565-86.9% | $4,109-85.4% | $4,248-85.9% |
| Participant deferral / active EE | $6,313 | $6,134+2.9% | $5,467+15.5% | $6,531-3.3% |
| Admin fee / account holder | $138,511 | $18,825+635.8% | $16,047+763.2% | $14,480+856.6% |