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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 | $365,595 | $167,030+118.9% | $135,768+169.3% | $155,188+135.6% |
| Participation rate | 14.3% | 76.2%-61.9pp | 71.1%-56.8pp | 80.8%-66.5pp |
| Annual return | 15.02% | 678.39%-663.4pp | 526.10%-511.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,357 | $4,528-25.9% | $3,977-15.6% | $6,531-48.6% |
| Admin fee / account holder | $2,435 | $8,172-70.2% | $7,048-65.5% | $14,480-83.2% |