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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 | $288,561 | $171,492+68.3% | $150,734+91.4% | $198,609+45.3% |
| Participation rate | 46.2% | 81.4%-35.3pp | 78.4%-32.3pp | 82.4%-36.2pp |
| Annual return | 12.90% | 804.70%-791.8pp | 600.81%-587.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,235 | $6,259+15.6% | $5,610+29.0% | $6,977+3.7% |
| Admin fee / account holder | $43,196 | $17,628+145.0% | $14,905+189.8% | $19,030+127.0% |