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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 | $356,163 | $217,432+63.8% | $185,849+91.6% | $167,536+112.6% |
| Participation rate | 46.7% | 86.1%-39.4pp | 81.7%-35.0pp | 82.1%-35.4pp |
| Annual return | 20.30% | 148.42%-128.1pp | 122.10%-101.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,107 | $5,875-81.2% | $5,169-78.6% | $4,839-77.1% |
| Participant deferral / active EE | $4,231 | $6,357-33.4% | $5,569-24.0% | $6,342-33.3% |
| Admin fee / account holder | $771 | $19,818-96.1% | $16,244-95.3% | $12,315-93.7% |