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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 | $263,502 | $77,419+240.4% | $69,461+279.4% | $152,885+72.4% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 30.57% | 39.07%-8.5pp | 28.97%+1.6pp | 345.39%-314.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,651 | $4,414+118.7% | $3,536+173.0% | $5,851+65.0% |
| Admin fee / account holder | $962 | $6,207-84.5% | $3,840-74.9% | $11,598-91.7% |