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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 | $255,639 | $132,099+93.5% | $115,599+121.1% | $138,895+84.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 13.53% | 176.76%-163.2pp | 111.10%-97.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,500 | $5,617+176.0% | $4,889+217.0% | $6,396+142.3% |
| Admin fee / account holder | $2,703 | $15,650-82.7% | $12,841-78.9% | $12,562-78.5% |