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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 | $274,242 | $54,357+404.5% | $82,706+231.6% | $68,495+300.4% |
| Participation rate | 42.3% | 63.9%-21.6pp | 72.6%-30.2pp | 67.9%-25.6pp |
| Annual return | -17.66% | -13.67%-4.0pp | 701.76%-719.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,343 | $3,246+3.0% | $4,394-23.9% | $4,028-17.0% |
| Admin fee / account holder | $2,219 | $4,396-49.5% | $5,329-58.4% | $5,403-58.9% |