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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 | $400,538 | $81,358+392.3% | $155,556+157.5% | $80,959+394.7% |
| Participation rate | 60.6% | 66.3%-5.7pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 18.29% | 33.39%-15.1pp | 64.84%-46.5pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,182 | $3,455+107.9% | $5,631+27.6% | $4,300+67.0% |
| Admin fee / account holder | $46,208 | $7,994+478.1% | $15,885+190.9% | $6,925+567.2% |