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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 | $1,677,872 | $112,729+1388.4% | $98,716+1599.7% | $137,256+1122.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 14.71% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,882 | $4,640+91.4% | $4,048+119.4% | $6,407+38.6% |
| Admin fee / account holder | $10,112 | $10,129-0.2% | $8,703+16.2% | $12,270-17.6% |