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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 | $278,575 | $211,224+31.9% | $178,505+56.1% | $145,897+90.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.70% | 30.28%-15.6pp | 27.16%-12.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,765 | $6,966+97.6% | $6,280+119.2% | $6,689+105.8% |
| Admin fee / account holder | $30,000 | $12,109+147.7% | $10,428+187.7% | $13,390+124.0% |