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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 | $261,139 | $71,523+265.1% | $98,461+165.2% | $71,511+265.2% |
| Participation rate | 60.2% | 72.7%-12.5pp | 75.2%-15.0pp | 67.9%-7.7pp |
| Annual return | 27.44% | 32.43%-5.0pp | 21.17%+6.3pp | 28.86%-1.4pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,550 | $4,109+59.4% | $4,738+38.2% | $4,291+52.7% |
| Admin fee / account holder | $4,077 | $1,676+143.3% | $8,961-54.5% | $1,588+156.7% |