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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 | $331,446 | $166,268+99.3% | $165,100+100.8% | $145,897+127.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.61% | 100.52%-90.9pp | 70.21%-60.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $736 | $5,284-86.1% | $4,348-83.1% | $4,663-84.2% |
| Participant deferral / active EE | $4,180 | $6,964-40.0% | $6,035-30.7% | $6,689-37.5% |
| Admin fee / account holder | $5,591 | $16,659-66.4% | $12,696-56.0% | $13,390-58.2% |