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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 | $404,584 | $87,546+362.1% | $75,784+433.9% | $125,389+222.7% |
| Participation rate | 5.6% | 80.2%-74.6pp | 75.8%-70.3pp | 83.2%-77.6pp |
| Annual return | 0.68% | 13.49%-12.8pp | 9.68%-9.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,669 | $4,230-60.5% | $3,652-54.3% | $5,352-68.8% |
| Admin fee / account holder | $244,881 | $6,503+3665.9% | $5,300+4520.6% | $9,541+2466.7% |