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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 | $313,479 | $107,941+190.4% | $91,994+240.8% | $152,909+105.0% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.5%-27.9pp |
| Annual return | 17.54% | 89.28%-71.7pp | 69.04%-51.5pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,128 | $6,366+43.4% | $5,924+54.1% | $5,851+56.0% |
| Admin fee / account holder | $72,763 | $10,521+591.6% | $7,744+839.6% | $11,601+527.2% |