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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 | $468,825 | $117,895+297.7% | $102,460+357.6% | $145,897+221.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 16.75% | 31.92%-15.2pp | 29.47%-12.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $552 | $3,619-84.8% | $3,025-81.8% | $4,663-88.2% |
| Participant deferral / active EE | $3,286 | $5,736-42.7% | $5,056-35.0% | $6,689-50.9% |
| Admin fee / account holder | $23,640 | $13,353+77.0% | $9,460+149.9% | $13,390+76.5% |