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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 | $390,898 | $102,422+281.7% | $147,117+165.7% | $80,959+382.8% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 16.17% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,184 | $6,652+53.1% | $8,065+26.3% | $4,300+136.8% |
| Admin fee / account holder | $25,968 | $7,953+226.5% | $12,993+99.9% | $6,925+275.0% |