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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 | $337,679 | $97,550+246.2% | $120,344+180.6% | $87,485+286.0% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.7%-12.0pp | 68.9%-4.2pp |
| Annual return | 18.74% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,222 | $4,230+165.3% | $5,135+118.6% | $4,274+162.6% |
| Admin fee / account holder | $31,834 | $9,543+233.6% | $12,742+149.8% | $7,775+309.5% |