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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 | $510,350 | $138,312+269.0% | $122,979+315.0% | $155,188+228.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 12.46% | 22.06%-9.6pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,692 | $5,592-51.9% | $5,003-46.2% | $6,531-58.8% |
| Admin fee / account holder | $10,151 | $15,089-32.7% | $12,864-21.1% | $14,480-29.9% |