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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 | $359,732 | $202,342+77.8% | $172,752+108.2% | $152,897+135.3% |
| Participation rate | 23.5% | 87.1%-63.5pp | 82.6%-59.1pp | 82.5%-58.9pp |
| Annual return | 18.87% | 1029.83%-1011.0pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,625 | $17,111-73.0% | $13,955-66.9% | $11,599-60.1% |