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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 | $292,411 | $150,447+94.4% | $136,298+114.5% | $147,586+98.1% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.79% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $47 | $5,256-99.1% | $4,696-99.0% | $4,876-99.0% |
| Participant deferral / active EE | $8,749 | $6,631+31.9% | $6,247+40.0% | $5,439+60.9% |
| Admin fee / account holder | $41,911 | $10,906+284.3% | $9,244+353.4% | $10,886+285.0% |