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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 | $1,202,268 | $165,399+626.9% | $149,745+702.9% | $158,982+656.2% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 16.35% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,688 | $7,183+20.9% | $6,843+27.0% | $5,983+45.2% |
| Admin fee / account holder | $26,312 | $10,811+143.4% | $9,312+182.6% | $11,252+133.9% |