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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 | $344,507 | $148,623+131.8% | $135,974+153.4% | $139,466+147.0% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 17.36% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,732 | $8,103+32.5% | $7,760+38.3% | $6,712+59.9% |
| Admin fee / account holder | $5,383 | $12,406-56.6% | $10,767-50.0% | $11,409-52.8% |