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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 | $299,104 | $110,307+171.2% | $96,576+209.7% | $139,456+114.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 15.79% | 26.40%-10.6pp | 25.87%-10.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,321 | $5,547-58.2% | $4,851-52.2% | $6,711-65.4% |
| Admin fee / account holder | $19,358 | $11,597+66.9% | $8,253+134.6% | $11,407+69.7% |