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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 | $486,788 | $134,817+261.1% | $123,973+292.7% | $155,188+213.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 17.15% | 515.49%-498.3pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $800 | $4,425-81.9% | $4,126-80.6% | $4,248-81.2% |
| Participant deferral / active EE | $15,500 | $5,706+171.6% | $5,247+195.4% | $6,531+137.3% |
| Admin fee / account holder | $2,238 | $13,245-83.1% | $11,799-81.0% | $14,480-84.5% |