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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 | $253,144 | $72,027+251.5% | $185,861+36.2% | $79,856+217.0% |
| Participation rate | 69.9% | 65.8%+4.1pp | 78.0%-8.1pp | 69.6%+0.3pp |
| Annual return | 23.14% | 23.13%0pp | 35.96%-12.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,744 | $3,780+131.3% | $5,634+55.2% | $3,741+133.7% |
| Admin fee / account holder | $21,810 | $4,513+383.3% | $9,503+129.5% | $5,306+311.0% |