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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 | $399,709 | $103,392+286.6% | $87,104+358.9% | $152,897+161.4% |
| Participation rate | 68.4% | 79.4%-10.9pp | 76.9%-8.5pp | 82.5%-14.0pp |
| Annual return | 21.15% | 28.10%-7.0pp | 28.19%-7.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,734 | $4,778+20.0% | $4,048+41.6% | $5,851-2.0% |
| Admin fee / account holder | $1,657 | $12,194-86.4% | $7,491-77.9% | $11,599-85.7% |