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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 | $396,000 | $111,814+254.2% | $103,374+283.1% | $145,959+171.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.26% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $260 | $4,214-93.8% | $3,869-93.3% | $4,661-94.4% |
| Participant deferral / active EE | $5,050 | $5,618-10.1% | $5,058-0.2% | $6,689-24.5% |
| Admin fee / account holder | $13,848 | $9,754+42.0% | $8,394+65.0% | $13,398+3.4% |