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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 | $273,324 | $127,100+115.0% | $105,738+158.5% | $135,379+101.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 76.3%-38.8pp | 82.6%-45.1pp |
| Annual return | -4.90% | 4.49%-9.4pp | 6.27%-11.2pp | 519.79%-524.7pp |
| Employer contribution / active EE | $707 | $4,107-82.8% | $3,268-78.4% | $4,779-85.2% |
| Participant deferral / active EE | $6,552 | $5,064+29.4% | $4,080+60.6% | $5,609+16.8% |
| Admin fee / account holder | $5,853 | $9,087-35.6% | $6,913-15.3% | $10,828-45.9% |