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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 | $438,125 | $138,114+217.2% | $125,391+249.4% | $134,545+225.6% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -17.27% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,756 | $7,801+25.1% | $7,448+31.0% | $6,401+52.4% |
| Admin fee / account holder | $16,627 | $11,570+43.7% | $10,009+66.1% | $11,431+45.5% |