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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 | $1,137,175 | $185,312+513.7% | $161,489+604.2% | $154,746+634.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 12.13% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,833 | $6,350+70.6% | $5,630+92.4% | $6,730+61.0% |
| Admin fee / account holder | $7,313 | $18,654-60.8% | $16,006-54.3% | $14,365-49.1% |