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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 | $364,896 | $72,071+406.3% | $68,368+433.7% | $137,256+165.9% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 15.56% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $22 | $2,788-99.2% | $2,649-99.2% | $4,156-99.5% |
| Participant deferral / active EE | $905 | $4,410-79.5% | $4,123-78.1% | $6,407-85.9% |
| Admin fee / account holder | $18,083 | $5,336+238.9% | $5,150+251.1% | $12,270+47.4% |