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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 | $450,965 | $168,635+167.4% | $147,617+205.5% | $125,389+259.7% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -2.06% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,199 | $6,252-80.8% | $5,564-78.5% | $4,866-75.4% |
| Participant deferral / active EE | $4,967 | $5,507-9.8% | $4,895+1.5% | $5,352-7.2% |
| Admin fee / account holder | $1,503 | $13,580-88.9% | $11,612-87.1% | $9,541-84.2% |