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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 | $373,453 | $138,366+169.9% | $184,185+102.8% | $80,911+361.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 86.8%-28.5pp | 67.6%-9.3pp |
| Annual return | 21.71% | 20.02%+1.7pp | 28.81%-7.1pp | 35.63%-13.9pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,696 | $7,074+65.3% | $9,132+28.1% | $4,297+172.2% |
| Admin fee / account holder | $16,068 | $10,484+53.3% | $13,909+15.5% | $6,935+131.7% |