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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 | $480,407 | $177,353+170.9% | $158,226+203.6% | $198,609+141.9% |
| Participation rate | 60.0% | 77.0%-17.0pp | 74.8%-14.8pp | 82.4%-22.4pp |
| Annual return | 10.61% | 599.50%-588.9pp | 501.41%-490.8pp | 202.70%-192.1pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,860 | $4,615-38.0% | $4,317-33.7% | $6,977-59.0% |
| Admin fee / account holder | $1,177 | $10,960-89.3% | $10,217-88.5% | $19,030-93.8% |