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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 | $655,825 | $201,372+225.7% | $184,260+255.9% | $145,884+349.6% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 13.02% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $82 | $7,024-98.8% | $6,427-98.7% | $4,662-98.2% |
| Participant deferral / active EE | $6,840 | $9,808-30.3% | $9,133-25.1% | $6,690+2.2% |
| Admin fee / account holder | $17,399 | $16,362+6.3% | $13,898+25.2% | $13,392+29.9% |