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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 | $750,938 | $99,053+658.1% | $88,179+751.6% | $138,895+440.7% |
| Participation rate | 18.2% | 74.2%-56.1pp | 69.1%-51.0pp | 79.9%-61.7pp |
| Annual return | 14.44% | 78.17%-63.7pp | 64.97%-50.5pp | 145.39%-131.0pp |
| Employer contribution / active EE | $297 | $2,882-89.7% | $2,549-88.3% | $4,194-92.9% |
| Participant deferral / active EE | $5,021 | $5,225-3.9% | $4,614+8.8% | $6,396-21.5% |
| Admin fee / account holder | $4,314 | $8,748-50.7% | $7,673-43.8% | $12,562-65.7% |