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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 | $401,802 | $124,425+222.9% | $112,040+258.6% | $137,256+192.7% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $192 | $3,411-94.4% | $2,954-93.5% | $4,156-95.4% |
| Participant deferral / active EE | $2,053 | $5,718-64.1% | $5,098-59.7% | $6,407-68.0% |
| Admin fee / account holder | $7,795 | $15,207-48.7% | $12,098-35.6% | $12,270-36.5% |