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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 | $357,700 | $90,400+295.7% | $186,193+92.1% | $87,485+308.9% |
| Participation rate | 64.3% | 66.2%-1.9pp | 77.1%-12.8pp | 68.9%-4.6pp |
| Annual return | 16.56% | 22.15%-5.6pp | 78.03%-61.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,169 | $4,330+111.8% | $6,513+40.8% | $4,274+114.6% |
| Admin fee / account holder | $2,844 | $8,673-67.2% | $11,058-74.3% | $7,775-63.4% |