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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 | $377,315 | $95,580+294.8% | $76,872+390.8% | $139,466+170.5% |
| Participation rate | 41.7% | 74.0%-32.3pp | 69.6%-27.9pp | 80.3%-38.7pp |
| Annual return | 20.08% | 55.00%-34.9pp | 37.90%-17.8pp | 373.66%-353.6pp |
| Employer contribution / active EE | $325 | $3,145-89.7% | $2,533-87.2% | $4,754-93.2% |
| Participant deferral / active EE | $3,066 | $4,623-33.7% | $3,832-20.0% | $6,712-54.3% |
| Admin fee / account holder | $3,106 | $8,302-62.6% | $5,476-43.3% | $11,409-72.8% |