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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 | $1,780,143 | $176,077+911.0% | $159,455+1016.4% | $167,518+962.7% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 13.69% | 331.83%-318.1pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,963 | $7,751-10.2% | $7,353-5.3% | $6,342+9.8% |
| Admin fee / account holder | $154,005 | $12,556+1126.5% | $10,800+1325.9% | $12,312+1150.8% |