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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 | $654,269 | $169,356+286.3% | $129,406+405.6% | $145,897+348.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 17.18% | 14418.62%-14401.4pp | 9468.18%-9451.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,433 | $4,987-51.2% | $4,167-41.6% | $6,689-63.6% |
| Admin fee / account holder | $143,481 | $9,915+1347.1% | $7,689+1766.1% | $13,390+971.5% |