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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 | $290,794 | $107,341+170.9% | $92,897+213.0% | $152,870+90.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 15.50% | 145.59%-130.1pp | 109.42%-93.9pp | 345.34%-329.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,983 | $4,847+23.4% | $4,238+41.2% | $5,850+2.3% |
| Admin fee / account holder | $2,975 | $7,080-58.0% | $5,794-48.7% | $11,597-74.3% |