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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 | $263,971 | $112,131+135.4% | $95,964+175.1% | $158,982+66.0% |
| Participation rate | 65.2% | 79.0%-13.8pp | 77.1%-11.9pp | 82.0%-16.7pp |
| Annual return | 6.36% | 171.19%-164.8pp | 91.64%-85.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,563 | $4,784-46.4% | $4,167-38.5% | $5,983-57.2% |
| Admin fee / account holder | $24,063 | $10,136+137.4% | $6,797+254.0% | $11,252+113.9% |