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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 | $377,073 | $97,648+286.2% | $121,663+209.9% | $87,485+331.0% |
| Participation rate | 46.7% | 70.5%-23.8pp | 74.5%-27.8pp | 68.9%-22.3pp |
| Annual return | 15.46% | 18.03%-2.6pp | 147.54%-132.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,715 | $3,923+96.7% | $4,887+57.9% | $4,274+80.5% |
| Admin fee / account holder | $6,518 | $11,100-41.3% | $14,289-54.4% | $7,775-16.2% |