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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 | $764,659 | $225,673+238.8% | $203,872+275.1% | $155,188+392.7% |
| Participation rate | 68.8% | 80.3%-11.6pp | 77.8%-9.1pp | 80.8%-12.1pp |
| Annual return | 20.24% | 95.91%-75.7pp | 85.11%-64.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,056 | $6,893+89.4% | $6,388+104.4% | $6,531+99.9% |
| Admin fee / account holder | $18,622 | $12,327+51.1% | $11,730+58.8% | $14,480+28.6% |