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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 | $286,448 | $82,879+245.6% | $96,576+196.6% | $67,986+321.3% |
| Participation rate | 54.7% | 75.2%-20.5pp | 81.4%-26.7pp | 57.2%-2.5pp |
| Annual return | 18.03% | 36.90%-18.9pp | 38.47%-20.4pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2 | $2,727-99.9% | $3,553-99.9% | $2,019-99.9% |
| Participant deferral / active EE | $9,283 | $6,976+33.1% | $7,956+16.7% | $3,358+176.4% |
| Admin fee / account holder | $2,199 | $2,783-21.0% | $11,381-80.7% | $3,203-31.4% |