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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 | $254,409 | $88,815+186.4% | $81,882+210.7% | $145,897+74.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.67% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $39 | $3,086-98.8% | $2,916-98.7% | $4,663-99.2% |
| Participant deferral / active EE | $14,662 | $4,647+215.5% | $4,323+239.1% | $6,689+119.2% |
| Admin fee / account holder | $1,948 | $8,434-76.9% | $7,360-73.5% | $13,390-85.5% |