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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 | $483,140 | $183,592+163.2% | $155,574+210.6% | $145,877+231.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.03% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $825 | $5,317-84.5% | $4,676-82.3% | $4,663-82.3% |
| Participant deferral / active EE | $3,768 | $6,466-41.7% | $5,629-33.1% | $6,691-43.7% |
| Admin fee / account holder | $19,608 | $19,316+1.5% | $15,914+23.2% | $13,402+46.3% |