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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 | $375,713 | $95,917+291.7% | $79,583+372.1% | $134,545+179.2% |
| Participation rate | 9.1% | 75.0%-66.0pp | 69.5%-60.4pp | 81.2%-72.1pp |
| Annual return | -17.21% | -2.70%-14.5pp | 0.16%-17.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $198 | $3,129-93.7% | $2,414-91.8% | $4,742-95.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,813 | $9,132-69.2% | $6,835-58.9% | $11,431-75.4% |