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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 | $433,694 | $129,737+234.3% | $119,126+264.1% | $154,746+180.3% |
| Participation rate | 52.9% | 78.9%-25.9pp | 75.8%-22.8pp | 80.7%-27.8pp |
| Annual return | 16.66% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,683 | $5,842-37.0% | $5,318-30.7% | $6,730-45.3% |
| Admin fee / account holder | $66,683 | $11,961+457.5% | $10,693+523.6% | $14,365+364.2% |