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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 | $328,700 | $217,432+51.2% | $185,851+76.9% | $167,553+96.2% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 19.92% | 148.43%-128.5pp | 122.11%-102.2pp | 478.89%-459.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,569-12.5% | $6,343-23.1% |
| Admin fee / account holder | $4,010 | $19,820-79.8% | $16,245-75.3% | $12,316-67.4% |