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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 | $322,616 | $72,071+347.6% | $68,368+371.9% | $137,256+135.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 14.75% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $343 | $2,788-87.7% | $2,649-87.1% | $4,156-91.7% |
| Participant deferral / active EE | $2,450 | $4,410-44.4% | $4,123-40.6% | $6,407-61.8% |
| Admin fee / account holder | $121,557 | $5,336+2178.2% | $5,150+2260.4% | $12,270+890.7% |