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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 | $262,071 | $125,190+109.3% | $105,624+148.1% | $145,897+79.6% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 12.87% | 225.22%-212.3pp | 116.20%-103.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,871 | $5,716-67.3% | $5,013-62.7% | $6,689-72.0% |
| Admin fee / account holder | $4,822 | $17,138-71.9% | $10,961-56.0% | $13,390-64.0% |