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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 | $345,288 | $99,668+246.4% | $86,451+299.4% | $134,545+156.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -17.75% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,449 | $7,249-11.0% | $6,953-7.2% | $6,401+0.7% |
| Admin fee / account holder | $2,472 | $8,377-70.5% | $6,734-63.3% | $11,431-78.4% |