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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 | $341,603 | $209,422+63.1% | $178,503+91.4% | $158,982+114.9% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 20.76% | 188.81%-168.0pp | 151.12%-130.4pp | 302.99%-282.2pp |
| Employer contribution / active EE | $492 | $5,707-91.4% | $5,011-90.2% | $4,763-89.7% |
| Participant deferral / active EE | $11,000 | $5,955+84.7% | $5,202+111.4% | $5,983+83.8% |
| Admin fee / account holder | $1,144 | $17,079-93.3% | $13,987-91.8% | $11,252-89.8% |