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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 | $287,417 | $180,749+59.0% | $160,784+78.8% | $137,256+109.4% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 16.13% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,396 | $6,844-79.6% | $6,293-77.8% | $6,407-78.2% |
| Admin fee / account holder | $1,409 | $10,397-86.5% | $9,717-85.5% | $12,270-88.5% |