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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 | $3,821,709 | $183,592+1981.6% | $155,567+2356.6% | $145,959+2518.3% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 33.55% | 61.24%-27.7pp | 64.74%-31.2pp | 561.95%-528.4pp |
| Employer contribution / active EE | $689 | $5,315-87.0% | $4,674-85.3% | $4,661-85.2% |
| Participant deferral / active EE | $3,802 | $6,464-41.2% | $5,628-32.4% | $6,689-43.2% |
| Admin fee / account holder | $14,437 | $19,318-25.3% | $15,916-9.3% | $13,398+7.8% |