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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 | $410,265 | $209,336+96.0% | $197,124+108.1% | $137,256+198.9% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 18.05% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,603 | $9,614-0.1% | $9,135+5.1% | $6,407+49.9% |
| Admin fee / account holder | $9,525 | $17,308-45.0% | $16,298-41.6% | $12,270-22.4% |