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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 | $879,374 | $190,916+360.6% | $160,037+449.5% | $134,545+553.6% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.0%-50.7pp | 81.2%-54.0pp |
| Annual return | 31.09% | 552.79%-521.7pp | 408.95%-377.9pp | 418.37%-387.3pp |
| Employer contribution / active EE | $1 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,333 | $10,497+217.6% | $8,716+282.4% | $11,431+191.6% |