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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 | $356,526 | $77,962+357.3% | $178,540+99.7% | $80,935+340.5% |
| Participation rate | 61.8% | 65.7%-3.9pp | 77.1%-15.3pp | 67.7%-5.9pp |
| Annual return | 19.14% | 18.10%+1.0pp | 27.15%-8.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,113 | $4,404+84.2% | $6,281+29.2% | $4,299+88.7% |
| Admin fee / account holder | $11,318 | $7,156+58.2% | $10,424+8.6% | $6,924+63.5% |