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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 | $156,616+347.1% | $133,346+425.2% | $198,609+252.6% |
| Participation rate | 37.5% | 77.7%-40.2pp | 72.8%-35.3pp | 82.4%-44.9pp |
| Annual return | 14.86% | 44.25%-29.4pp | 36.85%-22.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,813 | $4,920+79.1% | $4,332+103.4% | $6,977+26.3% |
| Admin fee / account holder | $17,253 | $17,468-1.2% | $14,264+21.0% | $19,030-9.3% |