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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 | $292,470 | $100,938+189.8% | $90,461+223.3% | $158,982+84.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 13.67% | 1727.20%-1713.5pp | 1294.76%-1281.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,176 | $4,350+88.0% | $3,964+106.2% | $5,983+36.6% |
| Admin fee / account holder | $3,422 | $6,510-47.4% | $5,617-39.1% | $11,252-69.6% |