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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 | $253,669 | $124,351+104.0% | $109,188+132.3% | $167,553+51.4% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.76%-10.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,742 | $5,257-47.8% | $4,654-41.1% | $6,343-56.8% |
| Admin fee / account holder | $991 | $7,975-87.6% | $6,755-85.3% | $12,316-92.0% |