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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 | $333,133 | $171,492+94.3% | $150,734+121.0% | $198,609+67.7% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 11.50% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $1,069 | $5,470-80.5% | $4,918-78.3% | $5,055-78.9% |
| Participant deferral / active EE | $3,263 | $6,259-47.9% | $5,610-41.8% | $6,977-53.2% |
| Admin fee / account holder | $103,497 | $17,628+487.1% | $14,905+594.4% | $19,030+443.9% |