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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 | $429,238 | $202,345+112.1% | $172,755+148.5% | $152,885+180.8% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 27.71% | 1029.77%-1002.1pp | 802.94%-775.2pp | 345.39%-317.7pp |
| Employer contribution / active EE | $1,180 | $5,858-79.9% | $5,144-77.1% | $4,763-75.2% |
| Participant deferral / active EE | $4,720 | $5,948-20.6% | $5,198-9.2% | $5,851-19.3% |
| Admin fee / account holder | $3,330 | $17,111-80.5% | $13,955-76.1% | $11,598-71.3% |