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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 | $257,451 | $108,285+137.8% | $77,552+232.0% | $158,982+61.9% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 24.57% | 31.69%-7.1pp | 54.82%-30.3pp | 302.99%-278.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,066 | $2,455+106.3% | $1,861+172.2% | $5,983-15.3% |
| Admin fee / account holder | $2,496 | $3,709-32.7% | $2,859-12.7% | $11,252-77.8% |