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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 | $277,049 | $81,208+241.2% | $98,920+180.1% | $79,856+246.9% |
| Participation rate | 42.9% | 72.5%-29.6pp | 76.0%-33.2pp | 69.6%-26.8pp |
| Annual return | 16.92% | 60.99%-44.1pp | 196.47%-179.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,177 | $3,265-2.7% | $4,245-25.2% | $3,741-15.1% |
| Admin fee / account holder | $28,060 | $6,013+366.7% | $6,643+322.4% | $5,306+428.8% |