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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 | $265,869 | $138,312+92.2% | $122,979+116.2% | $155,188+71.3% |
| Participation rate | 46.2% | 80.2%-34.0pp | 77.2%-31.0pp | 80.8%-34.6pp |
| Annual return | 13.76% | 22.06%-8.3pp | 20.12%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,205 | $5,592-24.8% | $5,003-16.0% | $6,531-35.6% |
| Admin fee / account holder | $725 | $15,089-95.2% | $12,864-94.4% | $14,480-95.0% |