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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 | $580,957 | $167,352+247.1% | $143,788+304.0% | $134,509+331.9% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,427 | $6,447-46.8% | $5,638-39.2% | $6,400-46.5% |
| Admin fee / account holder | $3,057 | $18,091-83.1% | $14,675-79.2% | $11,427-73.2% |