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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 | $398,502 | $106,749+273.3% | $145,433+174.0% | $82,448+383.3% |
| Participation rate | 44.7% | 75.6%-30.9pp | 82.1%-37.4pp | 68.1%-23.4pp |
| Annual return | 31.82% | 27.59%+4.2pp | 66.58%-34.8pp | 41.64%-9.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,172 | $6,519+10.0% | $7,897-9.2% | $4,139+73.3% |
| Admin fee / account holder | $18,007 | $8,390+114.6% | $13,129+37.2% | $7,234+148.9% |