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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 | $535,346 | $211,239+153.4% | $178,528+199.9% | $145,877+267.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.58% | 30.22%-18.6pp | 27.11%-15.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,750 | $6,963-46.1% | $6,278-40.3% | $6,691-44.0% |
| Admin fee / account holder | $79,816 | $12,095+559.9% | $10,419+666.1% | $13,402+495.5% |