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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 | $257,844 | $70,366+266.4% | $66,674+286.7% | $138,895+85.6% |
| Participation rate | 4.5% | 76.2%-71.6pp | 73.7%-69.1pp | 79.9%-75.4pp |
| Annual return | 13.96% | 386.41%-372.4pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $363 | $2,765-86.9% | $2,620-86.1% | $4,194-91.3% |
| Participant deferral / active EE | $1,098 | $4,374-74.9% | $4,084-73.1% | $6,396-82.8% |
| Admin fee / account holder | $2,626 | $5,262-50.1% | $5,098-48.5% | $12,562-79.1% |