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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 | $321,357 | $165,381+94.3% | $149,730+114.6% | $158,966+102.2% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 11.74% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,320 | $7,182-12.0% | $6,843-7.6% | $5,983+5.6% |
| Admin fee / account holder | $21,595 | $10,809+99.8% | $9,310+131.9% | $11,250+92.0% |