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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 | $294,490 | $118,708+148.1% | $98,920+197.7% | $158,966+85.3% |
| Participation rate | 45.0% | 77.8%-32.8pp | 76.0%-31.0pp | 82.0%-37.0pp |
| Annual return | 23.48% | 372.49%-349.0pp | 196.47%-173.0pp | 302.95%-279.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,663 | $5,089-67.3% | $4,245-60.8% | $5,983-72.2% |
| Admin fee / account holder | $20,653 | $10,134+103.8% | $6,643+210.9% | $11,250+83.6% |