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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 | $267,281 | $129,959+105.7% | $104,301+156.3% | $134,532+98.7% |
| Participation rate | 20.0% | 79.5%-59.5pp | 73.3%-53.3pp | 81.2%-61.2pp |
| Annual return | -12.55% | 42.04%-54.6pp | 24.61%-37.2pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,400 | $5,589-3.4% | $4,626+16.7% | $6,401-15.6% |
| Admin fee / account holder | $71,493 | $9,325+666.7% | $7,340+874.0% | $11,429+525.6% |