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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 | $452,922 | $107,666+320.7% | $102,184+343.2% | $154,746+192.7% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 13.04% | 29.33%-16.3pp | 31.58%-18.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,052 | $8,719+3.8% | $8,309+8.9% | $6,730+34.5% |
| Admin fee / account holder | $39,700 | $12,943+206.7% | $11,609+242.0% | $14,365+176.4% |