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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 | $1,124,224 | $148,582+656.6% | $135,942+727.0% | $139,456+706.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.94% | 79.26%-64.3pp | 68.28%-53.3pp | 373.45%-358.5pp |
| Employer contribution / active EE | $743 | $5,245-85.8% | $4,858-84.7% | $4,753-84.4% |
| Participant deferral / active EE | $4,058 | $8,101-49.9% | $7,759-47.7% | $6,711-39.5% |
| Admin fee / account holder | $10,236 | $12,402-17.5% | $10,764-4.9% | $11,407-10.3% |