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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 | $270,313 | $124,425+117.2% | $112,040+141.3% | $137,256+96.9% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 10.87% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,750 | $5,718-16.9% | $5,098-6.8% | $6,407-25.9% |
| Admin fee / account holder | $2,696 | $15,207-82.3% | $12,098-77.7% | $12,270-78.0% |