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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 | $292,371 | $76,407+282.6% | $150,298+94.5% | $82,448+254.6% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 15.51% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,638 | $3,214-49.0% | $5,453-70.0% | $4,139-60.4% |
| Admin fee / account holder | $9,712 | $6,352+52.9% | $14,116-31.2% | $7,234+34.2% |