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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 | $366,490 | $201,370+82.0% | $184,256+98.9% | $145,897+151.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 15.19% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,949 | $9,808-59.7% | $9,133-56.8% | $6,689-41.0% |
| Admin fee / account holder | $31,827 | $16,364+94.5% | $13,899+129.0% | $13,390+137.7% |