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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 | $410,036 | $108,825+276.8% | $156,181+162.5% | $82,448+397.3% |
| Participation rate | 44.1% | 72.4%-28.2pp | 78.8%-34.7pp | 68.1%-24.0pp |
| Annual return | 12.56% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,190 | $4,577-30.3% | $6,132-48.0% | $4,139-22.9% |
| Admin fee / account holder | $2,494 | $9,341-73.3% | $14,586-82.9% | $7,234-65.5% |