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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 | $588,481 | $102,595+473.6% | $94,057+525.7% | $154,746+280.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 15.76% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,348 | $5,118-15.0% | $4,709-7.7% | $6,730-35.4% |
| Admin fee / account holder | $4,419 | $7,736-42.9% | $7,244-39.0% | $14,365-69.2% |