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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 | $462,422 | $52,306+784.1% | $69,779+562.7% | $62,881+635.4% |
| Participation rate | 52.9% | 67.2%-14.3pp | 71.8%-18.9pp | 69.3%-16.4pp |
| Annual return | 8.18% | 13.35%-5.2pp | 12.99%-4.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,053 | $2,395+111.0% | $2,931+72.4% | $3,203+57.7% |
| Admin fee / account holder | $2,431 | $3,691-34.2% | $4,381-44.5% | $4,296-43.4% |