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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 | $506,020 | $115,225+339.2% | $100,712+402.4% | $138,895+264.3% |
| Participation rate | 6.3% | 74.3%-68.1pp | 69.3%-63.0pp | 79.9%-73.7pp |
| Annual return | 16.51% | 40.35%-23.8pp | 33.27%-16.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $234 | $2,771-91.6% | $2,313-89.9% | $4,194-94.4% |
| Participant deferral / active EE | $1,938 | $4,699-58.8% | $4,085-52.6% | $6,396-69.7% |
| Admin fee / account holder | $250,120 | $10,844+2206.6% | $9,256+2602.2% | $12,562+1891.1% |