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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 | $265,206 | $225,673+17.5% | $203,872+30.1% | $155,188+70.9% |
| Participation rate | 42.9% | 80.3%-37.5pp | 77.8%-34.9pp | 80.8%-37.9pp |
| Annual return | 18.94% | 95.91%-77.0pp | 85.11%-66.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,629 | $6,893-18.3% | $6,388-11.9% | $6,531-13.8% |
| Admin fee / account holder | $2,774 | $12,327-77.5% | $11,730-76.3% | $14,480-80.8% |