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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 | $341,913 | $110,410+209.7% | $102,437+233.8% | $145,897+134.4% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 15.25% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $327 | $4,217-92.2% | $3,871-91.5% | $4,663-93.0% |
| Participant deferral / active EE | $3,494 | $5,622-37.8% | $5,060-31.0% | $6,689-47.8% |
| Admin fee / account holder | $1,045 | $9,745-89.3% | $8,388-87.5% | $13,390-92.2% |