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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 | $700,288 | $124,980+460.3% | $108,359+546.3% | $154,746+352.5% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 14.86% | 45.00%-30.1pp | 36.89%-22.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,813 | $4,743+85.8% | $4,137+113.0% | $6,730+30.9% |
| Admin fee / account holder | $17,253 | $11,502+50.0% | $9,741+77.1% | $14,365+20.1% |