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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 | $271,106 | $154,209+75.8% | $130,062+108.4% | $139,487+94.4% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.5%-25.2pp | 80.3%-27.0pp |
| Annual return | 17.28% | 32.52%-15.2pp | -137.37%+154.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,494 | $6,709-18.1% | $5,821-5.6% | $6,713-18.2% |
| Admin fee / account holder | $3,020 | $13,988-78.4% | $10,601-71.5% | $11,407-73.5% |