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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 | $433,168 | $166,242+160.6% | $165,071+162.4% | $145,884+196.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.23% | 100.44%-86.2pp | 70.17%-55.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $697 | $5,283-86.8% | $4,347-84.0% | $4,662-85.1% |
| Participant deferral / active EE | $2,924 | $6,964-58.0% | $6,035-51.6% | $6,690-56.3% |
| Admin fee / account holder | $112,502 | $16,658+575.3% | $12,695+786.2% | $13,392+740.1% |